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Baker Tilly Wealth Management’s Accenture ACN Stock Holding History

Baker Tilly 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
Q3 		$361K Buy
+1,971
New +$333K 0.07% 200
2026
Q2 		– Sell
-2,677
Closed -$531K – 286
2026
Q1 		$531K Sell
2,677
-291
-10% -$67.8K 0.13% 149
2025
Q4 		$796K Sell
2,968
-18
-0.6% -$4.57K 0.2% 109
2025
Q3 		$736K Buy
2,986
+779
+35% +$203K 0.17% 116
2025
Q2 		$660K Buy
2,207
+475
+27% +$145K 0.24% 99
2025
Q1 		$540K Sell
1,732
-129
-7% -$45.6K 0.21% 109
2024
Q4 		$655K Sell
1,861
-217
-10% -$78.1K 0.26% 92
2024
Q3 		$735K Sell
2,078
-868
-29% -$285K 0.33% 78
2024
Q2 		$894K Sell
2,946
-7,098
-71% -$2.17M 0.37% 61
2024
Q1 		$3.48M Sell
10,044
-1,148
-10% -$418K 0.63% 26
2023
Q4 		$3.93M Sell
11,192
-725
-6% -$234K 0.64% 25
2023
Q3 		$3.66M Sell
11,917
-3,717
-24% -$1.17M 0.6% 32
2023
Q2 		$4.82M Buy
15,634
+115
+0.7% +$33.4K 0.51% 40
2023
Q1 		$4.44M Sell
15,519
-598
-4% -$163K 0.5% 43
2022
Q4 		$4.3M Sell
16,117
-712
-4% -$197K 0.53% 49
2022
Q3 		$4.33M Sell
16,829
-303
-2% -$87.6K 0.59% 32
2022
Q2 		$4.76M Buy
17,132
+491
+3% +$148K 0.62% 33
2022
Q1 		$5.61M Buy
16,641
+1,431
+9% +$483K 0.62% 32
2021
Q4 		$6.3M Buy
15,210
+1,856
+14% +$676K 0.68% 26
2021
Q3 		$4.27M Sell
13,354
-665
-5% -$216K 0.56% 31
2021
Q2 		$4.13M Buy
14,019
+1,022
+8% +$293K 0.67% 28
2021
Q1 		$3.59M Buy
12,997
+2,832
+28% +$732K 0.74% 23
2020
Q4 		$2.65M Buy
+10,165
New +$2.44M 0.82% 23

Other funds holding ACN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Baker Tilly Wealth Management's ACN Position: Q3 2026 in Review

Baker Tilly Wealth Management opened a new position in Accenture (ACN) in Q3 2026: 1,971 shares worth $361K. The stake represents 0.07% of the portfolio and ranks #200 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in ACN as recently as Q1 2026.

Baker Tilly Wealth Management first reported a position in ACN in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.3M in Q4 2021. 210 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Baker Tilly Wealth Management held 1,971 shares of Accenture worth $361K as of Q3 2026.
  • Accenture was a new Baker Tilly Wealth Management position in Q3 2026.
  • Accenture made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #200 holding.
  • Baker Tilly Wealth Management first reported a position in Accenture in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Accenture position peaked at $6.3M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.