Allen Wealth Management
ACN icon

Allen Wealth Management’s Accenture ACN Stock Holding History

Allen Wealth Management’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
Q3 		$2.33M Buy
+12,709
New +$2.15M 1.14% 15
2026
Q2 		– Sell
-8,469
Closed -$1.68M – 61
2026
Q1 		$1.68M Buy
+8,469
New +$1.97M 0.84% 26

Other funds holding ACN

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Allen Wealth Management's ACN Position: Q3 2026 in Review

Allen Wealth Management opened a new position in Accenture (ACN) in Q3 2026: 12,709 shares worth $2.33M. The stake represents 1.14% of the portfolio and ranks #15 among its holdings. This is a return to the name: Allen Wealth Management previously reported a position in ACN as recently as Q1 2026.

Allen Wealth Management first reported a position in ACN in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Allen Wealth Management held 12,709 shares of Accenture worth $2.33M as of Q3 2026.
  • Accenture was a new Allen Wealth Management position in Q3 2026.
  • Accenture made up 1.14% of Allen Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Allen Wealth Management first reported a position in Accenture in Q1 2026 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.