American Trust Investment Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.41M | Buy |
27,388
+7,348
| +37% | +$1.28M | 1.68% | 27 |
|
|
2026
Q1 | $3.97M | Buy |
20,040
+1,025
| +5% | +$239K | 2.2% | 19 |
|
|
2025
Q4 | $5.1M | Buy |
19,015
+735
| +4% | +$187K | 2.73% | 12 |
|
|
2025
Q3 | $4.51M | Buy |
+18,280
| New | +$4.77M | 2.32% | 18 |
|
|
2025
Q1 | – | Sell |
-630
| Closed | -$222K | – | 102 |
|
|
2024
Q4 | $222K | Hold |
630
| – | – | 0.09% | 106 |
|
|
2024
Q3 | $223K | Buy |
+630
| New | +$207K | 0.09% | 105 |
|
|
2024
Q2 | – | Sell |
-630
| Closed | -$218K | – | 85 |
|
|
2024
Q1 | $218K | Hold |
630
| – | – | 0.1% | 83 |
|
|
2023
Q4 | $221K | Sell |
630
-40
| -6% | -$12.9K | 0.11% | 81 |
|
|
2023
Q3 | $206K | Sell |
670
-145
| -18% | -$45.7K | 0.11% | 80 |
|
|
2023
Q2 | $251K | Hold |
815
| – | – | 0.14% | 73 |
|
|
2023
Q1 | $233K | Hold |
815
| – | – | 0.14% | 73 |
|
|
2022
Q4 | $217K | Hold |
815
| – | – | 0.14% | 74 |
|
|
2022
Q3 | $210K | Hold |
815
| – | – | 0.13% | 71 |
|
|
2022
Q2 | $226K | Hold |
815
| – | – | 0.14% | 72 |
|
|
2022
Q1 | $275K | Sell |
815
-600
| -42% | -$202K | 0.14% | 75 |
|
|
2021
Q4 | $587K | Hold |
1,415
| – | – | 0.29% | 55 |
|
|
2021
Q3 | $453K | Hold |
1,415
| – | – | 0.26% | 55 |
|
|
2021
Q2 | $417K | Hold |
1,415
| – | – | 0.22% | 58 |
|
|
2021
Q1 | $391K | Hold |
1,415
| – | – | 0.23% | 58 |
|
|
2020
Q4 | $370K | Hold |
1,415
| – | – | 0.23% | 56 |
|
|
2020
Q3 | $320K | Hold |
1,415
| – | – | 0.23% | 54 |
|
|
2020
Q2 | $304K | Hold |
1,415
| – | – | 0.25% | 47 |
|
|
2020
Q1 | $231K | Hold |
1,415
| – | – | 0.23% | 49 |
|
|
2019
Q4 | $298K | Hold |
1,415
| – | – | 0.22% | 54 |
|
|
2019
Q3 | $272K | Sell |
1,415
-10
| -0.7% | -$1.94K | 0.21% | 55 |
|
|
2019
Q2 | $263K | Hold |
1,425
| – | – | 0.2% | 59 |
|
|
2019
Q1 | $251K | Hold |
1,425
| – | – | 0.19% | 62 |
|
|
2018
Q4 | $201K | Sell |
1,425
-50
| -3% | -$7.91K | 0.18% | 67 |
|
|
2018
Q3 | $251K | Hold |
1,475
| – | – | 0.2% | 63 |
|
|
2018
Q2 | $241K | Hold |
1,475
| – | – | 0.2% | 65 |
|
|
2018
Q1 | $226K | Hold |
1,475
| – | – | 0.18% | 71 |
|
|
2017
Q4 | $226K | Buy |
+1,475
| New | +$214K | 0.18% | 73 |
|
Other funds holding ACN
American Trust Investment Advisors's ACN Position: Q2 2026 in Review
American Trust Investment Advisors increased its Accenture (ACN) stake by 37% in Q2 2026, buying an estimated $1.28M and bringing the position to 27,388 shares worth $3.41M. The position accounts for 1.68% of the portfolio, ranked #27.
American Trust Investment Advisors first reported a position in ACN in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.1M in Q4 2025. 1,913 funds tracked by Wall St. Rank hold ACN as of Q2 2026.
- American Trust Investment Advisors held 27,388 shares of Accenture worth $3.41M as of Q2 2026.
- American Trust Investment Advisors bought 7,348 Accenture shares in Q2 2026, an estimated $1.28M.
- Accenture made up 1.68% of American Trust Investment Advisors's portfolio in Q2 2026, its #27 holding.
- American Trust Investment Advisors first reported a position in Accenture in Q4 2017 and has held it in 32 quarters since.
- American Trust Investment Advisors's Accenture position peaked at $5.1M in Q4 2025.
- 1,913 funds tracked by Wall St. Rank held Accenture as of Q2 2026.
Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.