Avior Wealth Management’s Accenture ACN Stock Holding History

Avior 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 Q2	$205K	Sell	1,646 -11,350	-87%	-$1.97M	0.01%	757
2026 Q1	$2.58M	Sell	12,996 -110	-0.8%	-$25.6K	0.07%	211
2025 Q4	$3.52M	Buy	13,106 +331	+3%	+$84.1K	0.11%	142
2025 Q3	$3.15M	Buy	12,775 +13	+0.1%	+$3.39K	0.1%	146
2025 Q2	$3.81M	Sell	12,762 -643	-5%	-$196K	0.13%	126
2025 Q1	$4.18M	Sell	13,405 -32	-0.2%	-$11.3K	0.16%	108
2024 Q4	$4.73M	Sell	13,437 -113	-0.8%	-$40.7K	0.17%	98
2024 Q3	$4.79M	Sell	13,550 -359	-3%	-$118K	0.19%	91
2024 Q2	$4.22M	Sell	13,909 -313	-2%	-$95.9K	0.18%	101
2024 Q1	$4.93M	Buy	14,222 +2,402	+20%	+$875K	0.23%	83
2023 Q4	$4.15M	Buy	11,820 +43	+0.4%	+$13.9K	0.25%	79
2023 Q3	$3.62M	Hold	11,777	–	–	0.24%	77
2023 Q2	$3.63M	Sell	11,777 -503	-4%	-$146K	0.24%	80
2023 Q1	$3.51M	Buy	12,280 +12,187	+13,104%	+$3.32M	0.24%	84
2022 Q4	$24.8K	Hold	93	–	–	﹤0.01%	727
2022 Q3	$23K	Hold	93	–	–	﹤0.01%	717
2022 Q2	$25K	Sell	93 -127	-58%	-$38.2K	﹤0.01%	649
2022 Q1	$74K	Buy	220 +201	+1,058%	+$67.8K	0.01%	543
2021 Q4	$7K	Sell	19 -91	-83%	-$33.2K	﹤0.01%	839
2021 Q3	$35K	Buy	110 +2	+2%	+$651	﹤0.01%	594
2021 Q2	$32K	Sell	108 -102	-49%	-$29.2K	﹤0.01%	585
2021 Q1	$58K	Sell	210 -2	-0.9%	-$517	0.01%	512
2020 Q4	$55K	Buy	212 +92	+77%	+$22.1K	0.01%	484
2020 Q3	$27K	Hold	120	–	–	﹤0.01%	555
2020 Q2	$25K	Hold	120	–	–	﹤0.01%	542
2020 Q1	$19K	Buy	120 +104	+650%	+$20K	﹤0.01%	516
2019 Q4	$3K	Hold	16	–	–	﹤0.01%	684
2019 Q3	$3K	Sell	16 -34	-68%	-$6.58K	﹤0.01%	645
2019 Q2	$9K	Sell	50 -139	-74%	-$25K	﹤0.01%	601
2019 Q1	$33K	Buy	189 +155	+456%	+$24.4K	0.01%	456
2018 Q4	$4K	Buy	+34	New	+$5.38K	﹤0.01%	624
2018 Q3	–	Sell	-1,730	Closed	-$283K	–	726
2018 Q2	$283K	Sell	1,730 -13	-0.7%	-$2.02K	0.06%	255
2018 Q1	$268K	Sell	1,743 -53	-3%	-$8.4K	0.06%	250
2017 Q4	$274K	Buy	+1,796	New	+$260K	0.06%	262
2016 Q2	–	Sell	-188	Closed	-$22K	–	462
2016 Q1	$22K	Buy	188 +48	+34%	+$4.93K	0.01%	273
2015 Q4	$15K	Buy	+140	New	+$14.8K	0.01%	279

Other funds holding ACN

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avior Wealth Management's ACN Position: Q2 2026 in Review

Avior Wealth Management reduced its Accenture (ACN) stake by 87% in Q2 2026, selling an estimated $1.97M and leaving 1,646 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #757.

Avior Wealth Management first reported a position in ACN in Q4 2015 and has held it in 36 quarters since. The position peaked at $4.93M in Q1 2024. 723 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Avior Wealth Management held 1,646 shares of Accenture worth $205K as of Q2 2026.
Avior Wealth Management sold 11,350 Accenture shares in Q2 2026, an estimated $1.97M.
Accenture made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #757 holding.
Avior Wealth Management first reported a position in Accenture in Q4 2015 and has held it in 36 quarters since.
Avior Wealth Management's Accenture position peaked at $4.93M in Q1 2024.
723 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.