MWM
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Marion Wealth Management’s Accenture ACN Stock Holding History

Marion 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 		$2.86M Buy
23,008
+4,665
+25% +$810K 0.58% 41
2026
Q1 		$3.64M Buy
18,343
+3,637
+25% +$847K 0.81% 28
2025
Q4 		$4.13M Buy
14,706
+1,160
+9% +$295K 0.92% 27
2025
Q3 		$3.34M Buy
13,546
+1,106
+9% +$288K 0.79% 32
2025
Q2 		$3.72M Buy
12,440
+357
+3% +$109K 0.93% 27
2025
Q1 		$3.77M Buy
12,083
+72
+0.6% +$25.4K 1.01% 26
2024
Q4 		$4.23M Buy
12,011
+421
+4% +$152K 1.12% 26
2024
Q3 		$4.1M Buy
11,590
+516
+5% +$170K 1.09% 26
2024
Q2 		$3.36M Buy
11,074
+436
+4% +$134K 0.99% 27
2024
Q1 		$3.69M Sell
10,638
-197
-2% -$71.8K 1.1% 26
2023
Q4 		$3.8M Buy
10,835
+123
+1% +$39.7K 1.22% 25
2023
Q3 		$3.29M Buy
10,712
+55
+0.5% +$17.3K 1.16% 21
2023
Q2 		$3.29M Buy
10,657
+207
+2% +$60.2K 1.17% 23
2023
Q1 		$2.99M Buy
10,450
+955
+10% +$260K 1.11% 23
2022
Q4 		$2.53M Buy
9,495
+1,715
+22% +$474K 1.07% 24
2022
Q3 		$2M Buy
7,780
+607
+8% +$175K 1.03% 21
2022
Q2 		$1.99M Buy
7,173
+304
+4% +$91.3K 1.04% 24
2022
Q1 		$2.32M Buy
6,869
+19
+0.3% +$6.41K 1.13% 22
2021
Q4 		$2.84M Buy
+6,850
New +$2.5M 1.35% 22

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
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

Marion Wealth Management's ACN Position: Q2 2026 in Review

Marion Wealth Management increased its Accenture (ACN) stake by 25% in Q2 2026, buying an estimated $810K and bringing the position to 23,008 shares worth $2.86M. The position accounts for 0.58% of the portfolio, ranked #41.

Marion Wealth Management first reported a position in ACN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.23M in Q4 2024. 723 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Marion Wealth Management held 23,008 shares of Accenture worth $2.86M as of Q2 2026.
  • Marion Wealth Management bought 4,665 Accenture shares in Q2 2026, an estimated $810K.
  • Accenture made up 0.58% of Marion Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Marion Wealth Management first reported a position in Accenture in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's Accenture position peaked at $4.23M in Q4 2024.
  • 723 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.