EWP
ACN icon

Elevation Wealth Partners’s Accenture ACN Stock Holding History

Elevation 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 		$7.33K Sell
40
-50
-56% -$8.45K ﹤0.01% 1001
2026
Q2 		$11.2K Sell
90
-47
-34% -$8.16K ﹤0.01% 779
2026
Q1 		$27.2K Buy
137
+19
+16% +$4.43K 0.01% 320
2025
Q4 		$31.7K Sell
118
-5
-4% -$1.27K 0.01% 297
2025
Q3 		$30.3K Buy
123
+73
+146% +$19K 0.01% 295
2025
Q2 		$14.9K Hold
50
– – 0.01% 335
2025
Q1 		$15.6K Hold
50
– – 0.01% 331
2024
Q4 		$17.6K Hold
50
– – 0.01% 320
2024
Q3 		$17.7K Hold
50
– – 0.01% 308
2024
Q2 		$15.2K Hold
50
– – 0.01% 313
2024
Q1 		$17.3K Hold
50
– – 0.01% 305
2023
Q4 		$15.4K Hold
50
– – 0.01% 302
2023
Q3 		$15.4K Hold
50
– – 0.01% 224
2023
Q2 		$15.4K Hold
50
– – 0.01% 227
2023
Q1 		$14.3K Buy
+50
New +$13.6K 0.01% 240

Other funds holding ACN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Accenture (ACN) stake by 56% in Q3 2026, selling an estimated $8.45K and leaving 40 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Elevation Wealth Partners first reported a position in ACN in Q1 2023 and has held it in 15 quarters since. The position peaked at $31.7K in Q4 2025. 102 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Elevation Wealth Partners held 40 shares of Accenture worth $7.33K as of Q3 2026.
  • Elevation Wealth Partners sold 50 Accenture shares in Q3 2026, an estimated $8.45K.
  • Accenture made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1001 holding.
  • Elevation Wealth Partners first reported a position in Accenture in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Accenture position peaked at $31.7K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.