JWCA
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J.W. Cole Advisors’s Accenture ACN Stock Holding History

J.W. Cole 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
Q2 		$590K Sell
4,740
-272
-5% -$47.2K 0.01% 954
2026
Q1 		$994K Sell
5,012
-993
-17% -$231K 0.03% 374
2025
Q4 		$1.53M Sell
6,005
-1,255
-17% -$319K 0.04% 490
2025
Q3 		$1.79M Sell
7,260
-7,318
-50% -$1.91M 0.03% 501
2025
Q2 		$4.36M Buy
14,578
+5,586
+62% +$1.7M 0.09% 211
2025
Q1 		$2.81M Sell
8,992
-3,255
-27% -$1.15M 0.09% 234
2024
Q4 		$4.31M Buy
12,247
+31
+0.3% +$11.2K 0.17% 124
2024
Q3 		$4.32M Buy
12,216
+3,586
+42% +$1.18M 0.18% 125
2024
Q2 		$2.62M Buy
8,630
+5,029
+140% +$1.54M 0.12% 170
2024
Q1 		$1.25M Buy
3,601
+54
+2% +$19.7K 0.06% 299
2023
Q4 		$1.24M Buy
3,547
+134
+4% +$43.2K 0.07% 272
2023
Q3 		$1.05M Buy
3,413
+345
+11% +$109K 0.08% 252
2023
Q2 		$947K Sell
3,068
-1,329
-30% -$386K 0.07% 277
2023
Q1 		$1.26M Buy
4,397
+932
+27% +$254K 0.09% 251
2022
Q4 		$925K Buy
3,465
+3
+0.1% +$830 0.07% 280
2022
Q3 		$891K Buy
3,462
+67
+2% +$19.4K 0.07% 273
2022
Q2 		$943K Sell
3,395
-76
-2% -$22.8K 0.08% 272
2022
Q1 		$1.17M Sell
3,471
-668
-16% -$225K 0.08% 260
2021
Q4 		$1.72M Buy
4,139
+1,378
+50% +$502K 0.11% 201
2021
Q3 		$884K Buy
2,761
+129
+5% +$42K 0.06% 182
2021
Q2 		$776K Buy
2,632
+124
+5% +$35.5K 0.06% 321
2021
Q1 		$693K Buy
2,508
+34
+1% +$8.79K 0.07% 309
2020
Q4 		$646K Sell
2,474
-1,729
-41% -$414K 0.07% 293
2020
Q3 		$950K Buy
+4,203
New +$963K 0.07% 265
2020
Q1 		– Sell
-2,198
Closed -$463K – 104
2019
Q4 		$463K Buy
+2,198
New +$428K 0.06% 318

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

J.W. Cole Advisors's ACN Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Accenture (ACN) stake by 5.4% in Q2 2026, selling an estimated $47.2K and leaving 4,740 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #954.

J.W. Cole Advisors first reported a position in ACN in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.36M in Q2 2025. 554 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • J.W. Cole Advisors held 4,740 shares of Accenture worth $590K as of Q2 2026.
  • J.W. Cole Advisors sold 272 Accenture shares in Q2 2026, an estimated $47.2K.
  • Accenture made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #954 holding.
  • J.W. Cole Advisors first reported a position in Accenture in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Accenture position peaked at $4.36M in Q2 2025.
  • 554 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.