IFWM
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Institute for Wealth Management’s Accenture ACN Stock Holding History

Institute for 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 		$171K Sell
1,374
-73
-5% -$12.7K 0.02% 552
2026
Q1 		$287K Buy
1,447
+14
+1% +$3.26K 0.03% 436
2025
Q4 		$384K Buy
1,433
+44
+3% +$11.2K 0.04% 369
2025
Q3 		$343K Sell
1,389
-1,285
-48% -$335K 0.04% 422
2025
Q2 		$799K Hold
2,674
– – 0.09% 239
2025
Q1 		$834K Hold
2,674
– – 0.11% 215
2024
Q4 		$941K Sell
2,674
-34
-1% -$12.2K 0.12% 184
2024
Q3 		$957K Buy
2,708
+507
+23% +$167K 0.12% 185
2024
Q2 		$668K Buy
2,201
+170
+8% +$52.1K 0.09% 228
2024
Q1 		$704K Buy
2,031
+22
+1% +$8.02K 0.09% 222
2023
Q4 		$705K Sell
2,009
-12
-0.6% -$3.87K 0.11% 211
2023
Q3 		$621K Sell
2,021
-19
-0.9% -$5.99K 0.11% 217
2023
Q2 		$630K Sell
2,040
-152
-7% -$44.2K 0.11% 219
2023
Q1 		$626K Sell
2,192
-180
-8% -$49.1K 0.12% 218
2022
Q4 		$633K Sell
2,372
-249
-10% -$68.9K 0.13% 216
2022
Q3 		$674K Buy
2,621
+25
+1% +$7.22K 0.15% 182
2022
Q2 		$721K Buy
2,596
+17
+0.7% +$5.11K 0.14% 182
2022
Q1 		$870K Buy
2,579
+208
+9% +$70.2K 0.14% 182
2021
Q4 		$983K Buy
2,371
+108
+5% +$39.4K 0.16% 161
2021
Q3 		$724K Sell
2,263
-3
-0.1% -$976 0.13% 198
2021
Q2 		$668K Buy
2,266
+83
+4% +$23.8K 0.12% 209
2021
Q1 		$603K Sell
2,183
-48
-2% -$12.4K 0.11% 222
2020
Q4 		$583K Buy
2,231
+295
+15% +$70.7K 0.12% 216
2020
Q3 		$438K Buy
1,936
+611
+46% +$140K 0.1% 249
2020
Q2 		$285K Buy
+1,325
New +$251K 0.07% 328
2020
Q1 		– Sell
-1,141
Closed -$240K – 402
2019
Q4 		$240K Buy
1,141
+1
+0.1% +$195 0.05% 391
2019
Q3 		$219K Sell
1,140
-400
-26% -$77.4K 0.06% 381
2019
Q2 		$285K Sell
1,540
-550
-26% -$98.8K 0.06% 366
2019
Q1 		$368K Sell
2,090
-300
-13% -$47.1K 0.08% 292
2018
Q4 		$337K Buy
+2,390
New +$378K 0.14% 185

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

Institute for Wealth Management's ACN Position: Q2 2026 in Review

Institute for Wealth Management reduced its Accenture (ACN) stake by 5% in Q2 2026, selling an estimated $12.7K and leaving 1,374 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #552.

Institute for Wealth Management first reported a position in ACN in Q4 2018 and has held it in 30 quarters since. The position peaked at $983K in Q4 2021. 761 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Institute for Wealth Management held 1,374 shares of Accenture worth $171K as of Q2 2026.
  • Institute for Wealth Management sold 73 Accenture shares in Q2 2026, an estimated $12.7K.
  • Accenture made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Institute for Wealth Management first reported a position in Accenture in Q4 2018 and has held it in 30 quarters since.
  • Institute for Wealth Management's Accenture position peaked at $983K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.