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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
Q2 		$194K Buy
57,009
+55,927
+5,169% +$9.71M 0.03% 515
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

Other funds holding ACN

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Curated Wealth Partners's ACN Position: Q2 2026 in Review

Curated Wealth Partners increased its Accenture (ACN) stake by 5,169% in Q2 2026, buying an estimated $9.71M and bringing the position to 57,009 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #515.

Curated Wealth Partners first reported a position in ACN in Q4 2020 and has held it in 21 quarters since. The position peaked at $938K in Q4 2023. 615 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Curated Wealth Partners held 57,009 shares of Accenture worth $194K as of Q2 2026.
  • Curated Wealth Partners bought 55,927 Accenture shares in Q2 2026, an estimated $9.71M.
  • Accenture made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #515 holding.
  • Curated Wealth Partners first reported a position in Accenture in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Accenture position peaked at $938K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.