BCWM
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Bartlett & Co Wealth Management’s Accenture ACN Stock Holding History

Bartlett & Co 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 		$32.8M Sell
263,800
-14,463
-5% -$2.51M 0.41% 54
2026
Q1 		$50.6M Sell
278,263
-42,246
-13% -$9.84M 0.65% 43
2025
Q4 		$86M Buy
320,509
+30,523
+11% +$7.75M 1.13% 25
2025
Q3 		$71.5M Sell
289,986
-11,183
-4% -$2.92M 0.95% 29
2025
Q2 		$90M Buy
301,169
+67
+0% +$20.4K 1.26% 21
2025
Q1 		$94M Buy
301,102
+3,103
+1% +$1.1M 1.38% 19
2024
Q4 		$105M Buy
297,999
+4,524
+2% +$1.63M 1.52% 15
2024
Q3 		$104M Buy
293,475
+8,077
+3% +$2.66M 1.49% 18
2024
Q2 		$86.6M Buy
285,398
+12,594
+5% +$3.86M 1.31% 19
2024
Q1 		$94.6M Sell
272,804
-4,661
-2% -$1.7M 1.45% 18
2023
Q4 		$97.6M Sell
277,465
-788
-0.3% -$254K 1.58% 16
2023
Q3 		$85.5M Sell
278,253
-1,386
-0.5% -$437K 1.53% 17
2023
Q2 		$86.3M Sell
279,639
-368
-0.1% -$107K 1.49% 15
2023
Q1 		$80M Buy
280,007
+1,348
+0.5% +$367K 1.55% 18
2022
Q4 		$74.4M Buy
278,659
+6,102
+2% +$1.69M 1.5% 18
2022
Q3 		$70.1M Sell
272,557
-183
-0.1% -$52.9K 1.51% 17
2022
Q2 		$75.7M Sell
272,740
-7,799
-3% -$2.34M 1.53% 13
2022
Q1 		$94.6M Buy
280,539
+4,623
+2% +$1.56M 1.65% 13
2021
Q4 		$114M Sell
275,916
-2,667
-1% -$972K 1.94% 8
2021
Q3 		$89.1M Sell
278,583
-3,333
-1% -$1.08M 1.7% 10
2021
Q2 		$83.1M Sell
281,916
-9,853
-3% -$2.82M 1.58% 15
2021
Q1 		$80.6M Buy
291,769
+819
+0.3% +$212K 1.62% 13
2020
Q4 		$76M Sell
290,950
-779
-0.3% -$187K 1.62% 14
2020
Q3 		$65.9M Buy
291,729
+233
+0.1% +$53.4K 1.55% 13
2020
Q2 		$62.6M Sell
291,496
-1,940
-0.7% -$367K 1.63% 12
2020
Q1 		$47.9M Sell
293,436
-2,443
-0.8% -$471K 1.46% 18
2019
Q4 		$62.3M Sell
295,879
-4,351
-1% -$848K 1.52% 17
2019
Q3 		$57.7M Buy
300,230
+100,093
+50% +$19.4M 1.52% 17
2019
Q2 		$37M Buy
200,137
+820
+0.4% +$147K 1.38% 22
2019
Q1 		$35.1M Buy
199,317
+2,772
+1% +$436K 1.34% 24
2018
Q4 		$27.7M Buy
196,545
+5,816
+3% +$920K 1.18% 31
2018
Q3 		$32.5M Buy
190,729
+1,459
+0.8% +$243K 1.22% 27
2018
Q2 		$31M Buy
189,270
+5,102
+3% +$794K 1.26% 27
2018
Q1 		$28.3M Buy
+184,168
New +$29.2M 1.17% 29

Other funds holding ACN

GA
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
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
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Bartlett & Co Wealth Management's ACN Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Accenture (ACN) stake by 5.2% in Q2 2026, selling an estimated $2.51M and leaving 263,800 shares worth $32.8M. The position accounts for 0.41% of the portfolio, ranked #54.

Bartlett & Co Wealth Management first reported a position in ACN in Q1 2018 and has held it in 34 quarters since. The position peaked at $114M in Q4 2021. 662 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Bartlett & Co Wealth Management held 263,800 shares of Accenture worth $32.8M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 14,463 Accenture shares in Q2 2026, an estimated $2.51M.
  • Accenture made up 0.41% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Bartlett & Co Wealth Management first reported a position in Accenture in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Accenture position peaked at $114M in Q4 2021.
  • 662 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.