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Accenture shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Accenture (ACN) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Accenture

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All positions including Accenture held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Accenture by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 761 353.48
2024-06-30 $228k 752 303.41
2024-03-31 $230k 663 346.61
2023-06-30 $204k 660 308.58

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange Traded Hlth Care Alph (FXH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)

View all positions for Holistic Financial Partners

Top funds holding Accenture

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Capital Research Global Investors
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates

View all funds holding Accenture