Robertson Stephens Wealth Management, LLC
Position in ACN — Accenture plc
CIK 1767307
San Francisco, CA
Position in ACN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$552,264
-$14,845 QoQ
Shares Held
4,438
+55.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,105
of 1,875 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $3,851,181 across 4 Information Technology Services names. ACN ranks #2 (14.3% of the industry book) .
All Filings in ACN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,264 | 4,438 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $567,109 | 2,860 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,127,128 | 4,201 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $557,069 | 2,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,290,009 | 4,316 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,697,497 | 5,440 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $788,713 | 2,242 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,084,123 | 3,067 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $698,449 | 2,302 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $829,784 | 2,394 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $690,239 | 1,967 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $582,587 | 1,897 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $590,313 | 1,913 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $582,766 | 2,039 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $501,926 | 1,881 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $482,952 | 1,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $841,001 | 3,029 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,067,332 | 3,165 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,178,980 | 2,844 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $567,858 | 1,775 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $510,281 | 1,731 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $460,785 | 1,668 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $359,686 | 1,377 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $683,167 | 3,023 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $226,529 | 1,055 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||