JWA
ACN icon

JFS Wealth Advisors’s Accenture ACN Stock Holding History

JFS Wealth 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 		$117K Sell
942
-1,969
-68% -$342K 0.01% 405
2026
Q1 		$577K Sell
2,911
-53
-2% -$12.3K 0.03% 215
2025
Q4 		$795K Sell
2,964
-342
-10% -$86.9K 0.04% 175
2025
Q3 		$815K Buy
3,306
+362
+12% +$94.4K 0.05% 173
2025
Q2 		$880K Sell
2,944
-172
-6% -$52.4K 0.06% 156
2025
Q1 		$972K Sell
3,116
-37
-1% -$13.1K 0.07% 149
2024
Q4 		$1.11M Sell
3,153
-5
-0.2% -$1.8K 0.08% 134
2024
Q3 		$1.12M Buy
3,158
+2,670
+547% +$878K 0.07% 141
2024
Q2 		$148K Sell
488
-18
-4% -$5.51K 0.01% 270
2024
Q1 		$175K Buy
506
+1
+0.2% +$364 0.01% 251
2023
Q4 		$177K Buy
505
+23
+5% +$7.42K 0.02% 246
2023
Q3 		$148K Buy
482
+110
+30% +$34.7K 0.01% 253
2023
Q2 		$115K Buy
372
+65
+21% +$18.9K 0.01% 262
2023
Q1 		$87.7K Sell
307
-85
-22% -$23.2K 0.01% 295
2022
Q4 		$105K Sell
392
-52
-12% -$14.4K 0.01% 273
2022
Q3 		$114K Sell
444
-16
-3% -$4.62K 0.01% 269
2022
Q2 		$128K Buy
460
+41
+10% +$12.3K 0.01% 259
2022
Q1 		$141K Buy
419
+106
+34% +$35.8K 0.01% 261
2021
Q4 		$130K Buy
313
+211
+207% +$76.9K 0.01% 269
2021
Q3 		$33K Buy
102
+59
+137% +$19.2K ﹤0.01% 468
2021
Q2 		$13K Hold
43
– – ﹤0.01% 413
2021
Q1 		$12K Hold
43
– – ﹤0.01% 398
2020
Q4 		$11K Buy
+43
New +$10.3K ﹤0.01% 408
2019
Q2 		– Sell
-34
Closed -$6K – 457
2019
Q1 		$6K Buy
+34
New +$5.34K ﹤0.01% 379
2018
Q4 		– Sell
-75
Closed -$13K – 449
2018
Q3 		$13K Buy
75
+11
+17% +$1.83K ﹤0.01% 370
2018
Q2 		$10K Buy
64
+13
+25% +$2.02K ﹤0.01% 363
2018
Q1 		$8K Hold
51
– – ﹤0.01% 379
2017
Q4 		$8K Buy
+51
New +$7.39K ﹤0.01% 385
2017
Q3 		– Sell
-29
Closed -$4K – 438
2017
Q2 		$4K Hold
29
– – ﹤0.01% 377
2017
Q1 		$3K Hold
29
– – ﹤0.01% 405
2016
Q4 		$3K Hold
29
– – ﹤0.01% 405
2016
Q3 		$4K Buy
+29
New +$3.3K ﹤0.01% 430
2016
Q2 		– Sell
-10
Closed -$1K – 496
2016
Q1 		$1K Buy
+10
New +$1.03K ﹤0.01% 547
2015
Q3 		– Sell
-57
Closed -$6K – 473
2015
Q2 		$6K Sell
57
-10
-15% -$956 ﹤0.01% 394
2015
Q1 		$6K Hold
67
– – ﹤0.01% 399
2014
Q4 		$6K Hold
67
– – ﹤0.01% 420
2014
Q3 		$5K Sell
67
-5
-7% -$401 ﹤0.01% 381
2014
Q2 		$6K Buy
+72
New +$5.78K ﹤0.01% 360

Other funds holding ACN

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 $19.6B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return