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Ballentine Partners’s Accenture ACN Stock Holding History

Ballentine 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
2019
Q1 		– Sell
-1,300
Closed -$183K – 332
2018
Q4 		$183K Hold
1,300
– – 0.01% 315
2018
Q3 		$221K Hold
1,300
– – 0.01% 320
2018
Q2 		$213K Buy
+1,300
New +$202K 0.01% 311
2018
Q1 		– Sell
-1,300
Closed -$199K – 363
2017
Q4 		$199K Buy
1,300
+300
+30% +$43.5K 0.01% 344
2017
Q3 		$135K Buy
+1,000
New +$130K 0.01% 371

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Ballentine Partners's ACN Position: Q2 2026 in Review

Ballentine Partners reduced its Accenture (ACN) stake by 9% in Q2 2026, selling an estimated $234K and leaving 13,621 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #258.

Ballentine Partners first reported a position in ACN in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.22M in Q1 2024. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Ballentine Partners held 13,621 shares of Accenture worth $1.69M as of Q2 2026.
  • Ballentine Partners sold 1,349 Accenture shares in Q2 2026, an estimated $234K.
  • Accenture made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #258 holding.
  • Ballentine Partners first reported a position in Accenture in Q1 2014 and has held it in 49 quarters since.
  • Ballentine Partners's Accenture position peaked at $6.22M in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.