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B. Riley Wealth Advisors’s Accenture ACN Stock Holding History

B. Riley Wealth Advisors’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 		$296K Sell
2,370
-778
-25% -$135K 0.02% 632
2026
Q1 		$622K Buy
3,148
+685
+28% +$160K 0.04% 391
2025
Q4 		$661K Sell
2,463
-165
-6% -$41.9K 0.03% 440
2025
Q3 		$648K Sell
2,628
-902
-26% -$235K 0.03% 453
2025
Q2 		$1.06M Buy
+3,530
New +$1.08M 0.05% 344
2024
Q4 		$4.92M Sell
13,981
-811
-5% -$292K 0.16% 140
2024
Q3 		$5.25M Sell
14,792
-454
-3% -$149K 0.15% 156
2024
Q2 		$4.63M Buy
15,246
+3,676
+32% +$1.13M 0.12% 171
2024
Q1 		$3.55M Buy
11,570
+2,768
+31% +$1.01M 0.1% 212
2023
Q4 		$3.09M Sell
8,802
-2,768
-24% -$892K 0.08% 248
2023
Q3 		$3.55M Buy
11,570
+551
+5% +$174K 0.1% 212
2023
Q2 		$2.93M Buy
11,019
+282
+3% +$81.9K 0.07% 279
2023
Q1 		$2.64M Sell
10,737
-762
-7% -$208K 0.07% 282
2022
Q4 		$2.66M Sell
11,499
-1,173
-9% -$324K 0.07% 271
2022
Q3 		$2.88M Buy
12,672
+3,358
+36% +$970K 0.09% 232
2022
Q2 		$2.17M Sell
9,314
-7,537
-45% -$2.26M 0.09% 223
2022
Q1 		$5.18M Buy
16,851
+4,484
+36% +$1.51M 0.17% 128
2021
Q4 		$4.51M Buy
12,367
+31
+0.3% +$11.3K 0.13% 168
2021
Q3 		$3.44M Buy
12,336
+1,969
+19% +$641K 0.11% 214
2021
Q2 		$2.6M Buy
10,367
+14
+0.1% +$4.01K 0.08% 276
2021
Q1 		$2.85M Buy
10,353
+821
+9% +$212K 0.1% 231
2020
Q4 		$2.49M Sell
9,532
-1,232
-11% -$295K 0.13% 171
2020
Q3 		$2.42M Buy
10,764
+891
+9% +$204K 0.13% 174
2020
Q2 		$2.12M Buy
9,873
+107
+1% +$20.2K 0.14% 161
2020
Q1 		$1.6M Buy
9,766
+365
+4% +$70.3K 0.14% 159
2019
Q4 		$1.98M Sell
9,401
-1,168
-11% -$228K 0.17% 139
2019
Q3 		$2.04M Buy
10,569
+3,458
+49% +$669K 0.2% 112
2019
Q2 		$1.31M Sell
7,111
-125
-2% -$22.5K 0.14% 150
2019
Q1 		$1.27M Sell
7,236
-23
-0.3% -$3.61K 0.16% 145
2018
Q4 		$1.02M Buy
7,259
+105
+1% +$16.6K 0.15% 151
2018
Q3 		$1.22M Buy
7,154
+294
+4% +$48.9K 0.15% 160
2018
Q2 		$1.12M Buy
6,860
+443
+7% +$68.9K 0.15% 163
2018
Q1 		$988K Sell
6,417
-829
-11% -$131K 0.14% 172
2017
Q4 		$1.11M Sell
7,246
-619
-8% -$89.7K 0.15% 161
2017
Q3 		$1.06M Sell
7,865
-1,491
-16% -$194K 0.18% 138
2017
Q2 		$1.16M Buy
9,356
+1,115
+14% +$136K 0.21% 130
2017
Q1 		$990K Buy
8,241
+114
+1% +$13.6K 0.2% 127
2016
Q4 		$953K Sell
8,127
-337
-4% -$40K 0.19% 135
2016
Q3 		$1.03M Sell
8,464
-247
-3% -$28.1K 0.2% 128
2016
Q2 		$987K Buy
8,711
+285
+3% +$33.1K 0.2% 139
2016
Q1 		$972K Buy
8,426
+623
+8% +$64K 0.22% 106
2015
Q4 		$816K Sell
7,803
-112
-1% -$11.8K 0.17% 161
2015
Q3 		$778K Sell
7,915
-315
-4% -$31.3K 0.19% 145
2015
Q2 		$798K Buy
8,230
+99
+1% +$9.46K 0.2% 139
2015
Q1 		$762K Buy
8,131
+1,574
+24% +$141K 0.19% 146
2014
Q4 		$5.68K Buy
+6,557
New +$544K 0.12% 209
2014
Q3 		– Sell
-5,405
Closed -$437K – 677
2014
Q2 		$437K Buy
+5,405
New +$434K 0.1% 217

Other funds holding ACN

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

B. Riley Wealth Advisors's ACN Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Accenture (ACN) stake by 25% in Q2 2026, selling an estimated $135K and leaving 2,370 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #632.

B. Riley Wealth Advisors first reported a position in ACN in Q2 2014 and has held it in 47 quarters since. The position peaked at $5.25M in Q3 2024. 617 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • B. Riley Wealth Advisors held 2,370 shares of Accenture worth $296K as of Q2 2026.
  • B. Riley Wealth Advisors sold 778 Accenture shares in Q2 2026, an estimated $135K.
  • Accenture made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #632 holding.
  • B. Riley Wealth Advisors first reported a position in Accenture in Q2 2014 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's Accenture position peaked at $5.25M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.