CRWM
ACN icon

Castle Rock Wealth Management’s Accenture ACN Stock Holding History

Castle Rock 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
Q3 		$1.54M Buy
+7,962
New +$1.35M 0.29% 89
2025
Q3 		– Sell
-973
Closed -$275K – 255
2025
Q2 		$275K Sell
973
-127
-12% -$38.7K 0.06% 218
2025
Q1 		$345K Buy
1,100
+9
+0.8% +$3.18K 0.09% 174
2024
Q4 		$423K Buy
1,091
+4
+0.4% +$1.44K 0.1% 157
2024
Q3 		$390K Buy
1,087
+45
+4% +$14.8K 0.09% 171
2024
Q2 		$315K Buy
1,042
+10
+1% +$3.06K 0.08% 192
2024
Q1 		$308K Buy
1,032
+133
+15% +$48.5K 0.08% 185
2023
Q4 		$302K Buy
899
+243
+37% +$78.3K 0.09% 180
2023
Q3 		$205K Buy
+656
New +$207K 0.07% 206
2023
Q1 		– Sell
-808
Closed -$221K – 216
2022
Q4 		$221K Buy
+808
New +$223K 0.1% 197
2022
Q3 		– Sell
-725
Closed -$202K – 200
2022
Q2 		$202K Sell
725
-551
-43% -$166K 0.1% 199
2022
Q1 		$409K Sell
1,276
-547
-30% -$184K 0.19% 146
2021
Q4 		$612K Buy
1,823
+95
+5% +$34.6K 0.25% 120
2021
Q3 		$634K Buy
1,728
+108
+7% +$35.1K 0.22% 131
2021
Q2 		$519K Sell
1,620
-29
-2% -$8.3K 0.19% 144
2021
Q1 		$479K Buy
1,649
+71
+4% +$18.4K 0.19% 154
2020
Q4 		$402K Sell
1,578
-19
-1% -$4.55K 0.17% 172
2020
Q3 		$372K Buy
1,597
+512
+47% +$117K 0.24% 124
2020
Q2 		$246K Buy
+1,085
New +$205K 0.14% 169

Other funds holding ACN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Castle Rock Wealth Management's ACN Position: Q3 2026 in Review

Castle Rock Wealth Management opened a new position in Accenture (ACN) in Q3 2026: 7,962 shares worth $1.54M. The stake represents 0.29% of the portfolio and ranks #89 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in ACN as recently as Q2 2025.

Castle Rock Wealth Management first reported a position in ACN in Q2 2020 and has held it in 19 quarters since. 102 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Castle Rock Wealth Management held 7,962 shares of Accenture worth $1.54M as of Q3 2026.
  • Accenture was a new Castle Rock Wealth Management position in Q3 2026.
  • Accenture made up 0.29% of Castle Rock Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Castle Rock Wealth Management first reported a position in Accenture in Q2 2020 and has held it in 19 quarters since.
  • 102 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.