Advisor OS, LLC

Position in ACN — Accenture plc

CIK 1767580 CHICAGO, IL

Position in ACN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$498,629

-$317,330 QoQ

Shares Held

4,007

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,141

of 1,871 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisor OS, LLC holds $3,535,802 across 3 Information Technology Services names. ACN ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	9,485	$2,667,273
2	ACN	Accenture plc This page	4,007	$498,629
3	BR	Broadridge Financial Solutions, Inc.	2,701	$369,900

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498,629	4,007	-2.6%	Shares	Sole	2026-08-05
2026-03-31	$815,959	4,115	+14.7%	Shares	Sole	2026-05-08
2025-12-31	$962,390	3,587	+55.1%	Shares	Sole	2026-02-04
2025-09-30	$570,383	2,313	-4.7%	Shares	Sole	2025-11-12
2025-06-30	$725,104	2,426	-2.5%	Shares	Sole	2025-08-14
2025-03-31	$776,354	2,488	-0.8%	Shares	Sole	2025-05-06
2024-12-31	$882,286	2,508	-0.6%	Shares	Sole	2025-02-05
2024-09-30	$892,179	2,524	+4.2%	Shares	Sole	2024-11-04
2024-06-30	$734,856	2,422	-32.8%	Shares	Sole	2024-08-05
2024-03-31	$1,248,486	3,602	+32.2%	Shares	Sole	2024-05-09
2023-12-31	$956,226	2,725	+42.3%	Shares	Sole	2024-02-08
2023-09-30	$588,113	1,915	+20.4%	Shares	Sole	2023-11-03
2023-06-30	$490,948	1,591	+5.2%	Shares	Sole	2023-08-08
2023-03-31	$432,141	1,512	-19.9%	Shares	Sole	2023-04-25
2022-12-31	$503,524	1,887	+11.0%	Shares	Sole	2023-02-01
2022-09-30	$437,406	1,700	+13.2%	Shares	Sole	2022-11-04
2022-06-30	$417,029	1,502	-6.1%	Shares	Sole	2022-08-02
2022-03-31	$539,228	1,599	-79.1%	Shares	Sole	2022-05-11
2021-12-31	$3,177,522	7,665	-3.1%	Shares	Sole	2022-02-04
2021-09-30	$2,529,923	7,908	-18.8%	Shares	Sole	2021-11-15
2021-06-30	$2,870,366	9,737	-6.9%	Shares	Sole	2021-08-10
2021-03-31	$2,890,124	10,462	+8.1%	Shares	Other	2021-05-13
2020-12-31	$2,527,729	9,677	+121.9%	Shares	Sole	2021-02-10
2020-09-30	$985,542	4,361	+36.3%	Shares	Sole	2020-11-12
2020-06-30	$687,104	3,200	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.