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Cromwell Holdings’s Accenture ACN Stock Holding History

Cromwell Holdings’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 		$157K Sell
1,263
-789
-38% -$137K 0.07% 261
2026
Q1 		$407K Sell
2,052
-8
-0.4% -$1.86K 0.23% 85
2025
Q4 		$553K Buy
2,060
+1,403
+214% +$356K 0.3% 57
2025
Q3 		$162K Sell
657
-1,245
-65% -$325K 0.09% 219
2025
Q2 		$568K Sell
1,902
-136
-7% -$41.4K 0.34% 51
2025
Q1 		$636K Hold
2,038
– – 0.41% 38
2024
Q4 		$717K Hold
2,038
– – 0.41% 34
2024
Q3 		$720K Buy
2,038
+95
+5% +$31.2K 0.46% 32
2024
Q2 		$590K Buy
+1,943
New +$595K 0.35% 43

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Cromwell Holdings's ACN Position: Q2 2026 in Review

Cromwell Holdings reduced its Accenture (ACN) stake by 38% in Q2 2026, selling an estimated $137K and leaving 1,263 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #261.

Cromwell Holdings first reported a position in ACN in Q2 2024 and has held it in 9 quarters since. The position peaked at $720K in Q3 2024. 309 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Cromwell Holdings held 1,263 shares of Accenture worth $157K as of Q2 2026.
  • Cromwell Holdings sold 789 Accenture shares in Q2 2026, an estimated $137K.
  • Accenture made up 0.07% of Cromwell Holdings's portfolio in Q2 2026, its #261 holding.
  • Cromwell Holdings first reported a position in Accenture in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Accenture position peaked at $720K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.