Advocacy Wealth Management Services’s Accenture ACN Stock Holding History

Advocacy Wealth Management Services’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-27,729	Closed	-$5.5M	–	152
2026 Q1	$5.5M	Buy	27,729 +40	+0.1%	+$9.32K	0.24%	55
2025 Q4	$7.43M	Sell	27,689 -1,545	-5%	-$393K	0.31%	57
2025 Q3	$7.21M	Buy	+29,234	New	+$7.62M	0.31%	59
2020 Q1	–	Sell	-96	Closed	-$20K	–	115
2019 Q4	$20K	Hold	96	–	–	0.01%	97
2019 Q3	$18K	Sell	96 -26	-21%	-$5.03K	0.01%	99
2019 Q2	$23K	Sell	122 -40	-25%	-$7.18K	0.02%	89
2019 Q1	$29K	Hold	162	–	–	0.03%	54
2018 Q4	$23K	Buy	162 +64	+65%	+$10.1K	0.02%	77
2018 Q3	$17K	Buy	98 +26	+36%	+$4.33K	0.01%	100
2018 Q2	$12K	Hold	72	–	–	0.01%	116
2018 Q1	$11K	Buy	+72	New	+$11.4K	0.01%	124

Other funds holding ACN

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Advocacy Wealth Management Services's ACN Position: Q2 2026 in Review

Advocacy Wealth Management Services sold out of Accenture (ACN) in Q2 2026, closing a stake of 27,729 shares — an estimated $5.5M sold.

Advocacy Wealth Management Services first reported a position in ACN in Q1 2018 and held it in 11 quarters. The position peaked at $7.43M in Q4 2025. 801 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Advocacy Wealth Management Services reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
Advocacy Wealth Management Services sold 27,729 Accenture shares in Q2 2026, an estimated $5.5M.
Advocacy Wealth Management Services first reported a position in Accenture in Q1 2018 and held it in 11 quarters.
Advocacy Wealth Management Services's Accenture position peaked at $7.43M in Q4 2025.
801 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.