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Baldwin Wealth Partners’s Accenture ACN Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-1,442
Closed -$286K – 236
2026
Q1 		$286K Sell
1,442
-58,426
-98% -$13.6M 0.02% 185
2025
Q4 		$16.1M Sell
59,868
-2,043
-3% -$519K 1.03% 26
2025
Q3 		$15.3M Sell
61,911
-2,857
-4% -$745K 0.99% 26
2025
Q2 		$19.4M Sell
64,768
-294
-0.5% -$89.5K 1.31% 21
2025
Q1 		$20.3M Buy
65,062
+1,633
+3% +$577K 1.42% 20
2024
Q4 		$22.3M Buy
63,429
+3,883
+7% +$1.4M 1.54% 18
2024
Q3 		$21M Buy
59,546
+2,693
+5% +$886K 1.43% 19
2024
Q2 		$17.2M Sell
56,853
-3,567
-6% -$1.09M 1.34% 22
2024
Q1 		$20.9M Sell
60,420
-1,710
-3% -$623K 1.58% 17
2023
Q4 		$21.8M Buy
62,130
+245
+0.4% +$79K 1.71% 15
2023
Q3 		$19M Sell
61,885
-1,095
-2% -$345K 1.64% 18
2023
Q2 		$19.4M Buy
62,980
+74
+0.1% +$21.5K 1.59% 15
2023
Q1 		$18M Sell
62,906
-296
-0.5% -$80.7K 1.57% 16
2022
Q4 		$16.9M Sell
63,202
-638
-1% -$176K 1.53% 17
2022
Q3 		$16.4M Sell
63,840
-246
-0.4% -$71.1K 2.27% 12
2022
Q2 		$17.8M Buy
64,086
+48
+0.1% +$14.4K 2.31% 10
2022
Q1 		$21.6M Buy
64,038
+1,230
+2% +$415K 2.29% 10
2021
Q4 		$26M Buy
62,808
+1,052
+2% +$383K 2.6% 9
2021
Q3 		$19.8M Sell
61,756
-1,690
-3% -$550K 2.19% 11
2021
Q2 		$18.7M Buy
63,446
+1,126
+2% +$322K 2.04% 12
2021
Q1 		$17.2M Buy
62,320
+2,509
+4% +$649K 2.04% 13
2020
Q4 		$15.6M Buy
59,811
+1,510
+3% +$362K 1.96% 14
2020
Q3 		$13.2M Sell
58,301
-666
-1% -$153K 1.8% 18
2020
Q2 		$12.7M Buy
58,967
+595
+1% +$113K 1.86% 17
2020
Q1 		$9.53M Buy
58,372
+4,505
+8% +$868K 1.67% 20
2019
Q4 		$11.3M Buy
53,867
+194
+0.4% +$37.8K 1.59% 23
2019
Q3 		$10.3M Buy
53,673
+6,176
+13% +$1.2M 1.55% 26
2019
Q2 		$8.78M Buy
47,497
+150
+0.3% +$26.9K 1.29% 28
2019
Q1 		$8.33M Buy
47,347
+2,624
+6% +$412K 1.24% 30
2018
Q4 		$6.31M Buy
44,723
+32,447
+264% +$5.13M 1.06% 30
2018
Q3 		$2.09M Buy
12,276
+1,781
+17% +$296K 0.29% 59
2018
Q2 		$1.72M Hold
10,495
– – 0.27% 64
2018
Q1 		$1.61M Sell
10,495
-997
-9% -$158K 0.26% 63
2017
Q4 		$1.76M Hold
11,492
– – 0.27% 64
2017
Q3 		$1.55M Sell
11,492
-9
-0.1% -$1.17K 0.25% 65
2017
Q2 		$1.42M Hold
11,501
– – 0.23% 68
2017
Q1 		$1.38M Sell
11,501
-163
-1% -$19.5K 0.23% 74
2016
Q4 		$1.37M Hold
11,664
– – 0.25% 63
2016
Q3 		$1.43M Sell
11,664
-412
-3% -$46.9K 0.26% 62
2016
Q2 		$1.37M Buy
12,076
+191
+2% +$22.1K 0.28% 61
2016
Q1 		$1.37M Buy
11,885
+1,875
+19% +$193K 0.25% 85
2015
Q4 		$1.05M Buy
10,010
+75
+0.8% +$7.92K 0.17% 122
2015
Q3 		$976K Hold
9,935
– – 0.16% 124
2015
Q2 		$962K Hold
9,935
– – 0.14% 129
2015
Q1 		$931K Hold
9,935
– – 0.14% 133
2014
Q4 		$887K Hold
9,935
– – 0.13% 142
2014
Q3 		$808K Hold
9,935
– – 0.11% 150
2014
Q2 		$803K Hold
9,935
– – 0.12% 152
2014
Q1 		$792K Buy
9,935
+150
+2% +$12.3K 0.13% 149
2013
Q4 		$805K Buy
9,785
+200
+2% +$15.1K 0.13% 150
2013
Q3 		$706K Buy
9,585
+250
+3% +$18.5K 0.13% 140
2013
Q2 		$672K Buy
+9,335
New +$742K 0.13% 132

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

Baldwin Wealth Partners's ACN Position: Q2 2026 in Review

Baldwin Wealth Partners sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,442 shares — an estimated $286K sold.

Baldwin Wealth Partners first reported a position in ACN in Q2 2013 and held it in 52 quarters. The position peaked at $26M in Q4 2021. 744 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Baldwin Wealth Partners reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,442 Accenture shares in Q2 2026, an estimated $286K.
  • Baldwin Wealth Partners first reported a position in Accenture in Q2 2013 and held it in 52 quarters.
  • Baldwin Wealth Partners's Accenture position peaked at $26M in Q4 2021.
  • 744 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.