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Kingswood Wealth Advisors’s Accenture ACN Stock Holding History

Kingswood 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 		– Sell
-1,404
Closed -$278K – 997
2026
Q1 		$278K Sell
1,404
-253
-15% -$58.9K 0.01% 738
2025
Q4 		$444K Buy
1,657
+166
+11% +$42.2K 0.02% 556
2025
Q3 		$368K Sell
1,491
-252
-14% -$65.7K 0.02% 560
2025
Q2 		$521K Sell
1,743
-210
-11% -$64K 0.04% 399
2025
Q1 		$610K Buy
1,953
+106
+6% +$37.4K 0.06% 348
2024
Q4 		$650K Sell
1,847
-2,755
-60% -$992K 0.05% 368
2024
Q3 		$1.63M Buy
4,602
+2,679
+139% +$881K 0.12% 204
2024
Q2 		$583K Sell
1,923
-1,543
-45% -$473K 0.05% 353
2024
Q1 		$1.2M Sell
3,466
-338
-9% -$123K 0.14% 173
2023
Q4 		$1.33M Buy
3,804
+2,477
+187% +$799K 0.15% 153
2023
Q3 		$881K Sell
1,327
-278
-17% -$87.6K 0.15% 160
2023
Q2 		$495K Buy
+1,605
New +$466K 0.16% 135

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

Kingswood Wealth Advisors's ACN Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,404 shares — an estimated $278K sold.

Kingswood Wealth Advisors first reported a position in ACN in Q2 2023 and held it in 12 quarters. The position peaked at $1.63M in Q3 2024. 761 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,404 Accenture shares in Q2 2026, an estimated $278K.
  • Kingswood Wealth Advisors first reported a position in Accenture in Q2 2023 and held it in 12 quarters.
  • Kingswood Wealth Advisors's Accenture position peaked at $1.63M in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.