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BSW Wealth Partners’s Accenture ACN Stock Holding History

BSW 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 		$305K Buy
2,447
+173
+8% +$30K 0.03% 250
2026
Q1 		$451K Sell
2,274
-23
-1% -$5.36K 0.06% 191
2025
Q4 		$616K Buy
2,297
+10
+0.4% +$2.54K 0.07% 156
2025
Q3 		$564K Sell
2,287
-1,371
-37% -$357K 0.07% 158
2025
Q2 		$1.09M Sell
3,658
-450
-11% -$137K 0.15% 83
2025
Q1 		$1.28M Buy
4,108
+13
+0.3% +$4.59K 0.19% 68
2024
Q4 		$1.44M Buy
4,095
+18
+0.4% +$6.48K 0.21% 62
2024
Q3 		$1.44M Buy
4,077
+28
+0.7% +$9.21K 0.22% 60
2024
Q2 		$1.23M Buy
4,049
+1
+0% +$306 0.2% 66
2024
Q1 		$1.4M Buy
4,048
+107
+3% +$39K 0.24% 59
2023
Q4 		$1.38M Buy
3,941
+128
+3% +$41.3K 0.27% 49
2023
Q3 		$1.17M Buy
3,813
+133
+4% +$41.9K 0.26% 49
2023
Q2 		$1.14M Buy
3,680
+27
+0.7% +$7.85K 0.24% 57
2023
Q1 		$1.04M Sell
3,653
-98
-3% -$26.7K 0.21% 65
2022
Q4 		$1M Buy
3,751
+7
+0.2% +$1.94K 0.21% 70
2022
Q3 		$963K Sell
3,744
-137
-4% -$39.6K 0.24% 51
2022
Q2 		$1.08M Buy
3,881
+2
+0.1% +$601 0.26% 53
2022
Q1 		$1.31M Buy
3,879
+425
+12% +$143K 0.33% 44
2021
Q4 		$1.43M Buy
3,454
+159
+5% +$57.9K 0.36% 41
2021
Q3 		$1.05M Sell
3,295
-7
-0.2% -$2.28K 0.29% 48
2021
Q2 		$974K Buy
3,302
+220
+7% +$63K 0.27% 54
2021
Q1 		$851K Buy
3,082
+202
+7% +$52.2K 0.25% 51
2020
Q4 		$752K Buy
2,880
+218
+8% +$52.3K 0.23% 52
2020
Q3 		$602K Buy
2,662
+444
+20% +$102K 0.23% 53
2020
Q2 		$476K Buy
+2,218
New +$419K 0.16% 66

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

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

BSW Wealth Partners increased its Accenture (ACN) stake by 7.6% in Q2 2026, buying an estimated $30K and bringing the position to 2,447 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #250.

BSW Wealth Partners first reported a position in ACN in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.44M in Q3 2024. 754 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • BSW Wealth Partners held 2,447 shares of Accenture worth $305K as of Q2 2026.
  • BSW Wealth Partners bought 173 Accenture shares in Q2 2026, an estimated $30K.
  • Accenture made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #250 holding.
  • BSW Wealth Partners first reported a position in Accenture in Q2 2020 and has held it in 25 quarters since.
  • BSW Wealth Partners's Accenture position peaked at $1.44M in Q3 2024.
  • 754 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.