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Golden State Wealth Management’s Accenture ACN Stock Holding History

Golden State Wealth Management’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 		$26.2K Sell
210
-255
-55% -$44.3K ﹤0.01% 892
2026
Q1 		$92.2K Sell
465
-93
-17% -$21.7K 0.01% 541
2025
Q4 		$150K Sell
558
-325
-37% -$82.6K 0.02% 434
2025
Q3 		$218K Sell
883
-179
-17% -$46.7K 0.02% 367
2025
Q2 		$318K Buy
1,062
+24
+2% +$7.31K 0.04% 293
2025
Q1 		$324K Sell
1,038
-16
-2% -$5.65K 0.05% 280
2024
Q4 		$371K Buy
+1,054
New +$379K 0.06% 240
2022
Q1 		$589K Buy
1,746
+552
+46% +$186K 0.12% 159
2021
Q4 		$495K Buy
1,194
+384
+47% +$140K 0.09% 209
2021
Q3 		$259K Buy
810
+47
+6% +$15.3K 0.06% 253
2021
Q2 		$225K Sell
763
-95
-11% -$27.2K 0.05% 264
2021
Q1 		$237K Sell
858
-438
-34% -$113K 0.08% 175
2020
Q4 		$338K Buy
1,296
+218
+20% +$52.3K 0.1% 162
2020
Q3 		$244K Sell
1,078
-400
-27% -$91.6K 0.08% 171
2020
Q2 		$317K Buy
1,478
+383
+35% +$72.4K 0.1% 130
2020
Q1 		$179K Buy
+1,095
New +$211K 0.08% 171
2019
Q4 		– Sell
-970
Closed -$187K – 65
2019
Q3 		$187K Buy
970
+100
+11% +$19.4K 0.06% 213
2019
Q2 		$160K Buy
870
+82
+10% +$14.7K 0.05% 253
2019
Q1 		$139K Buy
+788
New +$124K 0.05% 276

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Golden State Wealth Management's ACN Position: Q2 2026 in Review

Golden State Wealth Management reduced its Accenture (ACN) stake by 55% in Q2 2026, selling an estimated $44.3K and leaving 210 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Golden State Wealth Management first reported a position in ACN in Q1 2019 and has held it in 19 quarters since. The position peaked at $589K in Q1 2022. 818 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Golden State Wealth Management held 210 shares of Accenture worth $26.2K as of Q2 2026.
  • Golden State Wealth Management sold 255 Accenture shares in Q2 2026, an estimated $44.3K.
  • Accenture made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #892 holding.
  • Golden State Wealth Management first reported a position in Accenture in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Accenture position peaked at $589K in Q1 2022.
  • 818 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.