CWS
ACN icon

Cypress Wealth Services’s Accenture ACN Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-1,279
Closed -$289K – 292
2020
Q3 		$289K Buy
+1,279
New +$293K 0.07% 200

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Cypress Wealth Services's ACN Position: Q2 2026 in Review

Cypress Wealth Services increased its Accenture (ACN) stake by 76% in Q2 2026, buying an estimated $318K and bringing the position to 4,239 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #228.

Cypress Wealth Services first reported a position in ACN in Q1 2019 and has held it in 29 quarters since. The position peaked at $594K in Q4 2025. 672 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Cypress Wealth Services held 4,239 shares of Accenture worth $528K as of Q2 2026.
  • Cypress Wealth Services bought 1,834 Accenture shares in Q2 2026, an estimated $318K.
  • Accenture made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #228 holding.
  • Cypress Wealth Services first reported a position in Accenture in Q1 2019 and has held it in 29 quarters since.
  • Cypress Wealth Services's Accenture position peaked at $594K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.