AWE
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Avidian Wealth Enterprises’s Accenture ACN Stock Holding History

Avidian Wealth Enterprises’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 		$1.53M Buy
12,328
+570
+5% +$99K 0.04% 251
2026
Q1 		$2.33M Buy
11,758
+9,352
+389% +$2.18M 0.07% 173
2025
Q4 		$645K Sell
2,406
-97
-4% -$24.6K 0.02% 316
2025
Q3 		$617K Sell
2,503
-402
-14% -$105K 0.02% 324
2025
Q2 		$868K Sell
2,905
-37
-1% -$11.3K 0.04% 225
2025
Q1 		$918K Sell
2,942
-8
-0.3% -$2.83K 0.04% 207
2024
Q4 		$1.04M Buy
2,950
+65
+2% +$23.4K 0.05% 182
2024
Q3 		$1.02M Buy
2,885
+4
+0.1% +$1.31K 0.05% 189
2024
Q2 		$874K Buy
2,881
+280
+11% +$85.8K 0.04% 202
2024
Q1 		$901K Sell
2,601
-49
-2% -$17.9K 0.04% 185
2023
Q4 		$930K Sell
2,650
-68
-3% -$21.9K 0.06% 174
2023
Q3 		$835K Sell
2,718
-1,883
-41% -$593K 0.06% 185
2023
Q2 		$1.42M Sell
4,601
-176
-4% -$51.1K 0.09% 143
2023
Q1 		$1.37M Sell
4,777
-158
-3% -$43.1K 0.07% 165
2022
Q4 		$1.32M Buy
4,935
+822
+20% +$227K 0.09% 145
2022
Q3 		$1.06M Buy
4,113
+435
+12% +$126K 0.08% 142
2022
Q2 		$1.02M Sell
3,678
-738
-17% -$222K 0.07% 163
2022
Q1 		$1.49M Buy
4,416
+1,061
+32% +$358K 0.09% 145
2021
Q4 		$1.39M Buy
3,355
+1,388
+71% +$506K 0.09% 149
2021
Q3 		$629K Buy
1,967
+3
+0.2% +$976 0.05% 188
2021
Q2 		$579K Sell
1,964
-81
-4% -$23.2K 0.04% 194
2021
Q1 		$565K Buy
2,045
+116
+6% +$30K 0.05% 189
2020
Q4 		$504K Buy
1,929
+421
+28% +$101K 0.05% 184
2020
Q3 		$341K Buy
1,508
+177
+13% +$40.5K 0.04% 203
2020
Q2 		$286K Buy
1,331
+22
+2% +$4.16K 0.04% 203
2020
Q1 		$214K Buy
1,309
+49
+4% +$9.44K 0.03% 185
2019
Q4 		$265K Buy
+1,260
New +$246K 0.04% 189

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avidian Wealth Enterprises's ACN Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Accenture (ACN) stake by 4.8% in Q2 2026, buying an estimated $99K and bringing the position to 12,328 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #251.

Avidian Wealth Enterprises first reported a position in ACN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.33M in Q1 2026. 743 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Avidian Wealth Enterprises held 12,328 shares of Accenture worth $1.53M as of Q2 2026.
  • Avidian Wealth Enterprises bought 570 Accenture shares in Q2 2026, an estimated $99K.
  • Accenture made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #251 holding.
  • Avidian Wealth Enterprises first reported a position in Accenture in Q4 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Accenture position peaked at $2.33M in Q1 2026.
  • 743 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.