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Blue Zone Wealth Advisors’s Accenture ACN Stock Holding History

Blue Zone 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 		– Sell
-1,290
Closed -$256K – 126
2026
Q1 		$256K Sell
1,290
-12
-0.9% -$2.8K 0.05% 116
2025
Q4 		$349K Hold
1,302
– – 0.07% 108
2025
Q3 		$321K Sell
1,302
-642
-33% -$167K 0.06% 104
2025
Q2 		$581K Sell
1,944
-30
-2% -$9.14K 0.15% 70
2025
Q1 		$616K Sell
1,974
-51
-3% -$18K 0.17% 71
2024
Q4 		$712K Sell
2,025
-10
-0.5% -$3.6K 0.21% 69
2024
Q3 		$719K Hold
2,035
– – 0.22% 65
2024
Q2 		$617K Hold
2,035
– – 0.21% 65
2024
Q1 		$705K Buy
2,035
+4
+0.2% +$1.46K 0.24% 61
2023
Q4 		$713K Hold
2,031
– – 0.28% 57
2023
Q3 		$624K Hold
2,031
– – 0.27% 59
2023
Q2 		$627K Buy
2,031
+81
+4% +$23.5K 0.29% 56
2023
Q1 		$557K Hold
1,950
– – 0.3% 56
2022
Q4 		$520K Hold
1,950
– – 0.28% 57
2022
Q3 		$502K Sell
1,950
-3
-0.2% -$867 0.26% 62
2022
Q2 		$542K Hold
1,953
– – 0.25% 64
2022
Q1 		$659K Sell
1,953
-12
-0.6% -$4.05K 0.25% 64
2021
Q4 		$815K Sell
1,965
-2,992
-60% -$1.09M 0.27% 64
2021
Q3 		$1.59M Hold
4,957
– – 0.55% 60
2021
Q2 		$1.46M Buy
4,957
+25
+0.5% +$7.16K 0.55% 60
2021
Q1 		$1.36M Buy
+4,932
New +$1.27M 0.58% 57

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Blue Zone Wealth Advisors's ACN Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,290 shares — an estimated $256K sold.

Blue Zone Wealth Advisors first reported a position in ACN in Q1 2021 and held it in 21 quarters. The position peaked at $1.59M in Q3 2021. 496 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Blue Zone Wealth Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 1,290 Accenture shares in Q2 2026, an estimated $256K.
  • Blue Zone Wealth Advisors first reported a position in Accenture in Q1 2021 and held it in 21 quarters.
  • Blue Zone Wealth Advisors's Accenture position peaked at $1.59M in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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