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Fiduciary Alliance’s Accenture ACN Stock Holding History

Fiduciary Alliance’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 		– Sell
-1,689
Closed -$328K – 536
2026
Q1 		$328K Sell
1,689
-701
-29% -$163K 0.02% 431
2025
Q4 		$641K Buy
2,390
+149
+7% +$37.9K 0.04% 303
2025
Q3 		$553K Sell
2,241
-1,356
-38% -$354K 0.04% 328
2025
Q2 		$1.08M Sell
3,597
-1,942
-35% -$591K 0.08% 214
2025
Q1 		$1.73M Sell
5,539
-78
-1% -$27.5K 0.17% 119
2024
Q4 		$1.98M Buy
5,617
+2,886
+106% +$1.04M 0.2% 113
2024
Q3 		$965K Buy
2,731
+1,536
+129% +$505K 0.13% 113
2024
Q2 		$363K Sell
1,195
-5
-0.4% -$1.53K 0.06% 150
2024
Q1 		$407K Buy
1,200
+45
+4% +$16.4K 0.07% 138
2023
Q4 		$405K Sell
1,155
-94
-8% -$30.3K 0.08% 124
2023
Q3 		$384K Sell
1,249
-16
-1% -$5.04K 0.09% 122
2023
Q2 		$390K Buy
1,265
+193
+18% +$56.1K 0.08% 116
2023
Q1 		$306K Buy
1,072
+62
+6% +$16.9K 0.08% 115
2022
Q4 		$270K Buy
+1,010
New +$279K 0.07% 121

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

Fiduciary Alliance's ACN Position: Q2 2026 in Review

Fiduciary Alliance sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,689 shares — an estimated $328K sold.

Fiduciary Alliance first reported a position in ACN in Q4 2022 and held it in 14 quarters. The position peaked at $1.98M in Q4 2024. 754 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Fiduciary Alliance reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 1,689 Accenture shares in Q2 2026, an estimated $328K.
  • Fiduciary Alliance first reported a position in Accenture in Q4 2022 and held it in 14 quarters.
  • Fiduciary Alliance's Accenture position peaked at $1.98M in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.