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
2024 Q2	–	Sell	-1,393	Closed	-$483K	–	136
2024 Q1	$483K	Buy	+1,393	New	+$508K	0.07%	89

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Curated Wealth Partners sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,082 shares — an estimated $215K sold.

Curated Wealth Partners first reported a position in ACN in Q4 2020 and held it in 20 quarters. The position peaked at $938K in Q4 2023. 1,898 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Curated Wealth Partners reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 1,082 Accenture shares in Q2 2026, an estimated $215K.
Curated Wealth Partners first reported a position in Accenture in Q4 2020 and held it in 20 quarters.
Curated Wealth Partners's Accenture position peaked at $938K in Q4 2023.
1,898 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.