Curated Wealth Partners
ACN icon

Curated Wealth Partners’s Accenture ACN Stock Holding History

Curated 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
Q3 		$978K Buy
+5,335
New +$902K 0.08% 140
2026
Q2 		– Sell
-1,082
Closed -$215K – 242
2026
Q1 		$215K Buy
+1,082
New +$252K 0.03% 208
2025
Q4 		– Sell
-999
Closed -$246K – 209
2025
Q3 		$246K Buy
999
+15
+2% +$3.91K 0.03% 135
2025
Q2 		$294K Sell
984
-6
-0.6% -$1.83K 0.03% 127
2025
Q1 		$309K Buy
990
+154
+18% +$54.4K 0.04% 121
2024
Q4 		$294K Buy
836
+45
+6% +$16.2K 0.03% 120
2024
Q3 		$280K Buy
791
+72
+10% +$23.7K 0.04% 112
2024
Q2 		$218K Buy
+719
New +$220K 0.03% 126
2024
Q1 		– Sell
-2,672
Closed -$974K – 142
2023
Q4 		$938K Buy
2,672
+164
+7% +$52.9K 0.15% 50
2023
Q3 		$770K Buy
2,508
+479
+24% +$151K 0.14% 52
2023
Q2 		$626K Buy
2,029
+71
+4% +$20.6K 0.12% 63
2023
Q1 		$560K Buy
1,958
+61
+3% +$16.6K 0.13% 61
2022
Q4 		$506K Buy
1,897
+138
+8% +$38.2K 0.12% 64
2022
Q3 		$453K Buy
1,759
+418
+31% +$121K 0.13% 65
2022
Q2 		$372K Buy
1,341
+172
+15% +$51.7K 0.11% 84
2022
Q1 		$485K Hold
1,169
– – 0.16% 77
2021
Q4 		$485K Buy
1,169
+3
+0.3% +$1.09K 0.16% 80
2021
Q3 		$373K Hold
1,166
– – 0.21% 93
2021
Q2 		$344K Sell
1,166
-31
-3% -$8.88K 0.19% 102
2021
Q1 		$331K Hold
1,197
– – 0.2% 99
2020
Q4 		$313K Buy
+1,197
New +$287K 0.2% 100

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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Curated Wealth Partners's ACN Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Accenture (ACN) in Q3 2026: 5,335 shares worth $978K. The stake represents 0.08% of the portfolio and ranks #140 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in ACN as recently as Q1 2026.

Curated Wealth Partners first reported a position in ACN in Q4 2020 and has held it in 21 quarters since. 1,777 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Curated Wealth Partners held 5,335 shares of Accenture worth $978K as of Q3 2026.
  • Accenture was a new Curated Wealth Partners position in Q3 2026.
  • Accenture made up 0.08% of Curated Wealth Partners's portfolio in Q3 2026, its #140 holding.
  • Curated Wealth Partners first reported a position in Accenture in Q4 2020 and has held it in 21 quarters since.
  • 1,777 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.