Gradient Capital Advisors’s Accenture ACN Stock Holding History

Gradient Capital Advisors’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	$216K	Buy	+1,177	New	+$199K	0.05%	170
2026 Q2	–	Sell	-1,219	Closed	-$242K	–	180
2026 Q1	$242K	Hold	1,219	–	–	0.06%	155
2025 Q4	$327K	Sell	1,219 -5	-0.4%	-$1.27K	0.08%	130
2025 Q3	$302K	Buy	1,224 +5	+0.4%	+$1.3K	0.08%	132
2025 Q2	$364K	Hold	1,219	–	–	0.11%	117
2025 Q1	$380K	Hold	1,219	–	–	0.12%	108
2024 Q4	$429K	Sell	1,219 -3	-0.2%	-$1.08K	0.14%	99
2024 Q3	$432K	Buy	1,222 +61	+5%	+$20.1K	0.14%	99
2024 Q2	$352K	Hold	1,161	–	–	0.13%	109
2024 Q1	$402K	Hold	1,161	–	–	0.15%	105
2023 Q4	$407K	Hold	1,161	–	–	0.16%	99
2023 Q3	$357K	Buy	1,161 +11	+1%	+$3.47K	0.15%	101
2023 Q2	$355K	Hold	1,150	–	–	0.14%	104
2023 Q1	$329K	Hold	1,150	–	–	0.14%	103
2022 Q4	$307K	Hold	1,150	–	–	0.14%	102
2022 Q3	$296K	Buy	+1,150	New	+$332K	0.14%	99

Other funds holding ACN

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Gradient Capital Advisors's ACN Position: Q3 2026 in Review

Gradient Capital Advisors opened a new position in Accenture (ACN) in Q3 2026: 1,177 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Gradient Capital Advisors previously reported a position in ACN as recently as Q1 2026.

Gradient Capital Advisors first reported a position in ACN in Q3 2022 and has held it in 16 quarters since. The position peaked at $432K in Q3 2024. 462 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Gradient Capital Advisors held 1,177 shares of Accenture worth $216K as of Q3 2026.
Accenture was a new Gradient Capital Advisors position in Q3 2026.
Accenture made up 0.05% of Gradient Capital Advisors's portfolio in Q3 2026, its #170 holding.
Gradient Capital Advisors first reported a position in Accenture in Q3 2022 and has held it in 16 quarters since.
Gradient Capital Advisors's Accenture position peaked at $432K in Q3 2024.
462 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.