Capital Advisors Ltd
ACN icon

Capital Advisors Ltd’s Accenture ACN Stock Holding History

Capital Advisors Ltd’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
Q3 		$98K Sell
532
-20
-4% -$3.38K 0.01% 387
2026
Q2 		$69K Sell
552
-196
-26% -$34K 0.01% 463
2026
Q1 		$148K Sell
748
-102
-12% -$23.8K 0.02% 326
2025
Q4 		$228K Buy
850
+69
+9% +$17.5K 0.03% 272
2025
Q3 		$193K Sell
781
-433
-36% -$113K 0.02% 290
2025
Q2 		$363K Buy
1,214
+41
+3% +$12.5K 0.04% 197
2025
Q1 		$366K Buy
1,173
+12
+1% +$4.24K 0.05% 192
2024
Q4 		$408K Buy
1,161
+8
+0.7% +$2.88K 0.05% 179
2024
Q3 		$408K Buy
1,153
+41
+4% +$13.5K 0.05% 184
2024
Q2 		$337K Buy
1,112
+78
+8% +$23.9K 0.04% 200
2024
Q1 		$358K Buy
1,034
+40
+4% +$14.6K 0.05% 194
2023
Q4 		$349K Buy
994
+51
+5% +$16.4K 0.05% 188
2023
Q3 		$290K Buy
943
+47
+5% +$14.8K 0.04% 203
2023
Q2 		$276K Buy
896
+98
+12% +$28.5K 0.04% 218
2023
Q1 		$228K Sell
798
-74
-8% -$20.2K 0.04% 218
2022
Q4 		$219K Buy
872
+129
+17% +$35.7K 0.04% 222
2022
Q3 		$191K Buy
743
+15
+2% +$4.34K 0.04% 241
2022
Q2 		$202K Buy
728
+133
+22% +$40K 0.04% 226
2022
Q1 		$201K Buy
595
+257
+76% +$86.7K 0.03% 228
2021
Q4 		$140K Buy
338
+242
+252% +$88.2K 0.02% 264
2021
Q3 		$31K Buy
+96
New +$31.2K 0.01% 356
2019
Q3 		– Sell
-768
Closed -$142K – 400
2019
Q2 		$142K Buy
768
+358
+87% +$64.3K 0.04% 175
2019
Q1 		$72K Hold
410
– – 0.02% 254
2018
Q4 		$58K Hold
410
– – 0.02% 271
2018
Q3 		$70K Sell
410
-105
-20% -$17.5K 0.02% 272
2018
Q2 		$84K Hold
515
– – 0.03% 193
2018
Q1 		$79K Hold
515
– – 0.03% 192
2017
Q4 		$79K Hold
515
– – 0.03% 188
2017
Q3 		$70K Hold
515
– – 0.02% 188
2017
Q2 		$64K Buy
+515
New +$62.7K 0.02% 193

Other funds holding ACN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Capital Advisors Ltd's ACN Position: Q3 2026 in Review

Capital Advisors Ltd reduced its Accenture (ACN) stake by 3.6% in Q3 2026, selling an estimated $3.38K and leaving 532 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #387.

Capital Advisors Ltd first reported a position in ACN in Q2 2017 and has held it in 30 quarters since. The position peaked at $408K in Q4 2024. 1,253 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Capital Advisors Ltd held 532 shares of Accenture worth $98K as of Q3 2026.
  • Capital Advisors Ltd sold 20 Accenture shares in Q3 2026, an estimated $3.38K.
  • Accenture made up 0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #387 holding.
  • Capital Advisors Ltd first reported a position in Accenture in Q2 2017 and has held it in 30 quarters since.
  • Capital Advisors Ltd's Accenture position peaked at $408K in Q4 2024.
  • 1,253 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.