Avidian Wealth Enterprises
ACN icon

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
Q3 		$2.6M Buy
14,200
+1,872
+15% +$316K 0.07% 178
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% -$2.82K 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% +$1.32K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Avidian Wealth Enterprises's ACN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Accenture (ACN) stake by 15% in Q3 2026, buying an estimated $316K and bringing the position to 14,200 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #178.

Avidian Wealth Enterprises first reported a position in ACN in Q4 2019 and has held it in 28 quarters since. 1,162 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Avidian Wealth Enterprises held 14,200 shares of Accenture worth $2.6M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,872 Accenture shares in Q3 2026, an estimated $316K.
  • Accenture made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #178 holding.
  • Avidian Wealth Enterprises first reported a position in Accenture in Q4 2019 and has held it in 28 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.