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Broadway Wealth Solutions’s Accenture ACN Stock Holding History

Broadway Wealth Solutions’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 		$352K Buy
2,827
+363
+15% +$63K 0.16% 54
2026
Q1 		$489K Buy
2,464
+1,222
+98% +$285K 0.25% 35
2025
Q4 		$333K Buy
1,242
+79
+7% +$20.1K 0.18% 58
2025
Q3 		$287K Buy
1,163
+177
+18% +$46.2K 0.16% 75
2025
Q2 		$295K Buy
986
+116
+13% +$35.3K 0.18% 62
2025
Q1 		$272K Sell
870
-25
-3% -$8.83K 0.2% 64
2024
Q4 		$315K Buy
+895
New +$322K 0.24% 50

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Broadway Wealth Solutions's ACN Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Accenture (ACN) stake by 15% in Q2 2026, buying an estimated $63K and bringing the position to 2,827 shares worth $352K. The position accounts for 0.16% of the portfolio, ranked #54.

Broadway Wealth Solutions first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $489K in Q1 2026. 554 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Broadway Wealth Solutions held 2,827 shares of Accenture worth $352K as of Q2 2026.
  • Broadway Wealth Solutions bought 363 Accenture shares in Q2 2026, an estimated $63K.
  • Accenture made up 0.16% of Broadway Wealth Solutions's portfolio in Q2 2026, its #54 holding.
  • Broadway Wealth Solutions first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Accenture position peaked at $489K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.