JWM
ACN icon

JGP Wealth Management’s Accenture ACN Stock Holding History

JGP 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 		– Sell
-4,105
Closed -$814K – 232
2026
Q1 		$814K Buy
4,105
+296
+8% +$69K 0.08% 117
2025
Q4 		$1.02M Buy
3,809
+562
+17% +$143K 0.11% 110
2025
Q3 		$793K Buy
3,247
+181
+6% +$47.2K 0.09% 118
2025
Q2 		$916K Sell
3,066
-91
-3% -$27.7K 0.11% 103
2025
Q1 		$985K Buy
3,157
+309
+11% +$109K 0.13% 94
2024
Q4 		$1M Buy
2,848
+58
+2% +$20.9K 0.13% 95
2024
Q3 		$986K Buy
2,790
+170
+6% +$55.9K 0.13% 92
2024
Q2 		$795K Buy
2,620
+141
+6% +$43.2K 0.11% 96
2024
Q1 		$859K Sell
2,479
-35
-1% -$12.8K 0.12% 94
2023
Q4 		$882K Buy
2,514
+13
+0.5% +$4.19K 0.13% 93
2023
Q3 		$768K Buy
2,501
+39
+2% +$12.3K 0.13% 94
2023
Q2 		$760K Sell
2,462
-13
-0.5% -$3.78K 0.12% 95
2023
Q1 		$707K Sell
2,475
-10
-0.4% -$2.73K 0.12% 96
2022
Q4 		$663K Buy
2,485
+29
+1% +$8.02K 0.12% 97
2022
Q3 		$638K Buy
2,456
+3
+0.1% +$867 0.13% 93
2022
Q2 		$677K Buy
2,453
+42
+2% +$12.6K 0.14% 90
2022
Q1 		$817K Sell
2,411
-195
-7% -$65.8K 0.15% 87
2021
Q4 		$1.03M Buy
2,606
+494
+23% +$180K 0.19% 75
2021
Q3 		$676K Buy
2,112
+161
+8% +$52.4K 0.15% 86
2021
Q2 		$575K Buy
1,951
+209
+12% +$59.8K 0.12% 91
2021
Q1 		$481K Buy
1,742
+61
+4% +$15.8K 0.11% 98
2020
Q4 		$425K Buy
1,681
+278
+20% +$66.6K 0.1% 99
2020
Q3 		$314K Buy
1,403
+237
+20% +$54.3K 0.08% 105
2020
Q2 		$255K Buy
+1,166
New +$221K 0.08% 110
2020
Q1 		– Sell
-983
Closed -$205K – 122
2019
Q4 		$205K Buy
+983
New +$192K 0.06% 131
2018
Q3 		– Sell
-1,490
Closed -$244K – 118
2018
Q2 		$244K Buy
+1,490
New +$232K 0.1% 106

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
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 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