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Cyndeo Wealth Partners’s Accenture ACN Stock Holding History

Cyndeo 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 		$417K Sell
3,349
-910
-21% -$158K 0.02% 376
2026
Q1 		$845K Sell
4,259
-14,235
-77% -$3.32M 0.04% 250
2025
Q4 		$4.96M Sell
18,494
-1,204
-6% -$306K 0.27% 93
2025
Q3 		$4.86M Sell
19,698
-242
-1% -$63.1K 0.27% 95
2025
Q2 		$5.96M Sell
19,940
-244
-1% -$74.3K 0.35% 85
2025
Q1 		$6.3M Sell
20,184
-8,134
-29% -$2.87M 0.41% 77
2024
Q4 		$9.96M Buy
28,318
+713
+3% +$257K 0.67% 36
2024
Q3 		$9.76M Sell
27,605
-7,629
-22% -$2.51M 0.68% 34
2024
Q2 		$10.7M Buy
35,234
+751
+2% +$230K 0.84% 27
2024
Q1 		$12M Buy
34,483
+2,405
+7% +$877K 0.99% 20
2023
Q4 		$11.3M Buy
32,078
+10,875
+51% +$3.51M 1.04% 20
2023
Q3 		$6.51M Buy
21,203
+387
+2% +$122K 0.68% 41
2023
Q2 		$6.42M Buy
20,816
+6,459
+45% +$1.88M 0.67% 48
2023
Q1 		$4.1M Sell
14,357
-5,354
-27% -$1.46M 0.44% 65
2022
Q4 		$5.26M Buy
+19,711
New +$5.45M 0.62% 50

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

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

Cyndeo Wealth Partners reduced its Accenture (ACN) stake by 21% in Q2 2026, selling an estimated $158K and leaving 3,349 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #376.

Cyndeo Wealth Partners first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $12M in Q1 2024. 761 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Cyndeo Wealth Partners held 3,349 shares of Accenture worth $417K as of Q2 2026.
  • Cyndeo Wealth Partners sold 910 Accenture shares in Q2 2026, an estimated $158K.
  • Accenture made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #376 holding.
  • Cyndeo Wealth Partners first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Accenture position peaked at $12M in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.