Marotta Asset Management’s Accenture ACN Stock Holding History

Marotta 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 Q2	$203K	Sell	1,548 -7	-0.5%	-$1.22K	0.03%	100
2026 Q1	$306K	Hold	1,555	–	–	0.06%	82
2025 Q4	$417K	Sell	1,555 -20	-1%	-$5.08K	0.08%	69
2025 Q3	$384K	Hold	1,575	–	–	0.07%	74
2025 Q2	$471K	Sell	1,575 -872	-36%	-$266K	0.09%	65
2025 Q1	$865K	Hold	2,447	–	–	0.17%	59
2024 Q4	$854K	Hold	2,447	–	–	0.18%	56
2024 Q3	$865K	Sell	2,447 -29	-1%	-$9.54K	0.17%	59
2024 Q2	$749K	Buy	2,476 +22	+0.9%	+$6.74K	0.16%	59
2024 Q1	$851K	Hold	2,454	–	–	0.18%	57
2023 Q4	$861K	Hold	2,454	–	–	0.18%	56
2023 Q3	$754K	Hold	2,454	–	–	0.17%	57
2023 Q2	$757K	Buy	+2,454	New	+$713K	0.17%	54
2022 Q4	$655K	Hold	2,454	–	–	0.16%	60
2022 Q3	$631K	Hold	2,454	–	–	0.16%	54
2022 Q2	$689K	Hold	2,454	–	–	0.17%	57
2022 Q1	$828K	Hold	2,454	–	–	0.19%	56
2021 Q4	$1.02M	Hold	2,454	–	–	0.23%	45
2021 Q3	$785K	Hold	2,454	–	–	0.19%	49
2021 Q2	$736K	Buy	2,454 +40	+2%	+$11.5K	0.18%	51
2021 Q1	$672K	Hold	2,414	–	–	0.17%	47
2020 Q4	$631K	Hold	2,414	–	–	0.17%	46
2020 Q3	$546K	Hold	2,414	–	–	0.17%	47
2020 Q2	$518K	Hold	2,414	–	–	0.17%	49
2020 Q1	$373K	Hold	2,414	–	–	0.14%	57
2019 Q4	$502K	Buy	+2,414	New	+$470K	0.15%	56

Other funds holding ACN

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Marotta Asset Management's ACN Position: Q2 2026 in Review

Marotta Asset Management reduced its Accenture (ACN) stake by 0.45% in Q2 2026, selling an estimated $1.22K and leaving 1,548 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #100.

Marotta Asset Management first reported a position in ACN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q4 2021. 732 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Marotta Asset Management held 1,548 shares of Accenture worth $203K as of Q2 2026.
Marotta Asset Management sold 7 Accenture shares in Q2 2026, an estimated $1.22K.
Accenture made up 0.03% of Marotta Asset Management's portfolio in Q2 2026, its #100 holding.
Marotta Asset Management first reported a position in Accenture in Q4 2019 and has held it in 26 quarters since.
Marotta Asset Management's Accenture position peaked at $1.02M in Q4 2021.
732 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.