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Connecticut Wealth Management’s Accenture ACN Stock Holding History

Connecticut 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
Q2 		$592K Sell
4,758
-627
-12% -$109K 0.02% 220
2026
Q1 		$1.07M Sell
5,385
-927
-15% -$216K 0.04% 150
2025
Q4 		$1.69M Sell
6,312
-4,163
-40% -$1.06M 0.07% 117
2025
Q3 		$2.58M Buy
10,475
+2,765
+36% +$721K 0.11% 81
2025
Q2 		$2.3M Sell
7,710
-307
-4% -$93.5K 0.11% 85
2025
Q1 		$2.5M Sell
8,017
-33
-0.4% -$11.7K 0.13% 77
2024
Q4 		$2.83M Buy
8,050
+176
+2% +$63.4K 0.14% 58
2024
Q3 		$2.78M Sell
7,874
-55
-0.7% -$18.1K 0.13% 82
2024
Q2 		$2.41M Buy
7,929
+333
+4% +$102K 0.12% 88
2024
Q1 		$2.63M Buy
7,596
+17
+0.2% +$6.2K 0.14% 81
2023
Q4 		$2.66M Buy
7,579
+5,243
+224% +$1.69M 0.15% 79
2023
Q3 		$717K Buy
2,336
+1,052
+82% +$331K 0.05% 134
2023
Q2 		$396K Buy
1,284
+388
+43% +$113K 0.03% 175
2023
Q1 		$256K Buy
896
+60
+7% +$16.4K 0.02% 217
2022
Q4 		$223K Hold
836
– – 0.02% 188
2022
Q3 		$215K Buy
836
+14
+2% +$4.05K 0.02% 183
2022
Q2 		$228K Sell
822
-5
-0.6% -$1.5K 0.02% 166
2022
Q1 		$279K Buy
827
+1
+0.1% +$337 0.02% 155
2021
Q4 		$342K Sell
826
-1
-0.1% -$364 0.03% 149
2021
Q3 		$265K Buy
827
+43
+5% +$14K 0.02% 169
2021
Q2 		$231K Sell
784
-604
-44% -$173K 0.02% 176
2021
Q1 		$383K Sell
1,388
-118
-8% -$30.5K 0.03% 114
2020
Q4 		$393K Sell
1,506
-190
-11% -$45.5K 0.04% 130
2020
Q3 		$383K Buy
+1,696
New +$388K 0.04% 140
2020
Q1 		– Sell
-958
Closed -$202K – 141
2019
Q4 		$202K Buy
+958
New +$187K 0.02% 158

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

Connecticut Wealth Management's ACN Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Accenture (ACN) stake by 12% in Q2 2026, selling an estimated $109K and leaving 4,758 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #220.

Connecticut Wealth Management first reported a position in ACN in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.83M in Q4 2024. 761 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Connecticut Wealth Management held 4,758 shares of Accenture worth $592K as of Q2 2026.
  • Connecticut Wealth Management sold 627 Accenture shares in Q2 2026, an estimated $109K.
  • Accenture made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Connecticut Wealth Management first reported a position in Accenture in Q4 2019 and has held it in 25 quarters since.
  • Connecticut Wealth Management's Accenture position peaked at $2.83M in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.