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Legacy Wealth Asset Management’s Accenture ACN Stock Holding History

Legacy Wealth Asset 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
Q3 		$2.07M Buy
11,314
+8,114
+254% +$1.37M 0.45% 50
2026
Q2 		$398K Buy
3,200
+39
+1% +$6.77K 0.09% 288
2026
Q1 		$627K Buy
3,161
+337
+12% +$78.5K 0.15% 223
2025
Q4 		$758K Sell
2,824
-510
-15% -$130K 0.19% 168
2025
Q3 		$822K Sell
3,334
-1,863
-36% -$486K 0.2% 144
2025
Q2 		$1.55M Buy
5,197
+103
+2% +$31.4K 0.39% 62
2025
Q1 		$1.59M Sell
5,094
-5,464
-52% -$1.93M 0.44% 61
2024
Q4 		$3.71M Sell
10,558
-480
-4% -$173K 1.01% 11
2024
Q3 		$3.9M Buy
11,038
+3,929
+55% +$1.29M 1.05% 11
2024
Q2 		$2.16M Sell
7,109
-4,161
-37% -$1.27M 0.61% 34
2024
Q1 		$3.91M Buy
11,270
+184
+2% +$67.1K 1.09% 10
2023
Q4 		$3.89M Buy
11,086
+4,263
+62% +$1.37M 1.28% 6
2023
Q3 		$2.1M Buy
6,823
+22
+0.3% +$6.93K 0.77% 17
2023
Q2 		$2.1M Buy
6,801
+43
+0.6% +$12.5K 0.73% 21
2023
Q1 		$1.93M Sell
6,758
-2,225
-25% -$607K 0.7% 24
2022
Q4 		$2.4M Buy
8,983
+3,261
+57% +$902K 0.91% 11
2022
Q3 		$1.47M Sell
5,722
-1,947
-25% -$563K 0.64% 29
2022
Q2 		$2.13M Buy
7,669
+123
+2% +$37K 0.86% 17
2022
Q1 		$2.54M Buy
7,546
+847
+13% +$286K 0.91% 12
2021
Q4 		$2.78M Buy
6,699
+1,515
+29% +$552K 0.94% 11
2021
Q3 		$1.66M Sell
5,184
-362
-7% -$118K 0.76% 14
2021
Q2 		$1.64M Sell
5,546
-974
-15% -$279K 0.73% 14
2021
Q1 		$1.8M Sell
6,520
-209
-3% -$54K 0.83% 14
2020
Q4 		$1.76M Buy
+6,729
New +$1.61M 0.89% 14

Other funds holding ACN

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Legacy Wealth Asset Management's ACN Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Accenture (ACN) stake by 254% in Q3 2026, buying an estimated $1.37M and bringing the position to 11,314 shares worth $2.07M. The position accounts for 0.45% of the portfolio, ranked #50.

Legacy Wealth Asset Management first reported a position in ACN in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.91M in Q1 2024. 210 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Legacy Wealth Asset Management held 11,314 shares of Accenture worth $2.07M as of Q3 2026.
  • Legacy Wealth Asset Management bought 8,114 Accenture shares in Q3 2026, an estimated $1.37M.
  • Accenture made up 0.45% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #50 holding.
  • Legacy Wealth Asset Management first reported a position in Accenture in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Accenture position peaked at $3.91M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.