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Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

ACN holding history

Accenture plc in every 13F filed by Sonoma Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACN overviewAll 13F holders of ACNFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of ACN by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,067−100.0%Sold outHolders
Q1 20261,067$211.6K0.3%−69−6.1%ReducedHolders
Q4 20251,136$304.8K0.4%+25+2.3%AddedHolders
Q3 20251,111$274.0K0.3%+11+1.0%AddedHolders
Q2 20251,100$328.8K0.4%+16+1.5%AddedHolders
Q1 20251,084$338.3K0.5%+1,084NewHolders