MWM
ACN icon

Mission Wealth Management’s Accenture ACN Stock Holding History

Mission 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 		$1.66M Buy
13,352
+4,728
+55% +$821K 0.02% 349
2026
Q1 		$1.71M Sell
8,624
-480
-5% -$112K 0.04% 237
2025
Q4 		$2.44M Buy
9,104
+337
+4% +$85.6K 0.05% 194
2025
Q3 		$2.16M Sell
8,767
-805
-8% -$210K 0.04% 209
2025
Q2 		$2.86M Sell
9,572
-14
-0.1% -$4.26K 0.06% 170
2025
Q1 		$2.99M Sell
9,586
-1,503
-14% -$531K 0.07% 150
2024
Q4 		$3.9M Buy
11,089
+4,176
+60% +$1.5M 0.09% 113
2024
Q3 		$2.44M Buy
6,913
+309
+5% +$102K 0.06% 163
2024
Q2 		$2M Buy
6,604
+237
+4% +$72.6K 0.05% 173
2024
Q1 		$2.21M Buy
6,367
+1,517
+31% +$553K 0.06% 170
2023
Q4 		$1.7M Buy
4,850
+128
+3% +$41.3K 0.06% 164
2023
Q3 		$1.45M Buy
4,722
+216
+5% +$68.1K 0.05% 171
2023
Q2 		$1.39M Buy
4,506
+63
+1% +$18.3K 0.05% 178
2023
Q1 		$1.27M Sell
4,443
-56
-1% -$15.3K 0.05% 188
2022
Q4 		$1.2M Buy
4,499
+555
+14% +$154K 0.06% 179
2022
Q3 		$1.01M Buy
3,944
+700
+22% +$202K 0.05% 183
2022
Q2 		$901K Buy
3,244
+248
+8% +$74.5K 0.05% 206
2022
Q1 		$1.01M Sell
2,996
-129
-4% -$43.5K 0.05% 202
2021
Q4 		$1.3M Buy
3,125
+100
+3% +$36.4K 0.06% 164
2021
Q3 		$968K Buy
3,025
+173
+6% +$56.3K 0.05% 182
2021
Q2 		$841K Buy
2,852
+36
+1% +$10.3K 0.04% 192
2021
Q1 		$778K Buy
2,816
+521
+23% +$135K 0.05% 179
2020
Q4 		$599K Sell
2,295
-40
-2% -$9.59K 0.04% 199
2020
Q3 		$528K Sell
2,335
-12
-0.5% -$2.75K 0.04% 196
2020
Q2 		$504K Buy
2,347
+30
+1% +$5.67K 0.04% 185
2020
Q1 		$378K Sell
2,317
-1,326
-36% -$255K 0.04% 186
2019
Q4 		$767K Buy
3,643
+690
+23% +$134K 0.07% 134
2019
Q3 		$568K Sell
2,953
-1,693
-36% -$328K 0.06% 158
2019
Q2 		$858K Sell
4,646
-130
-3% -$23.3K 0.1% 114
2019
Q1 		$841K Buy
4,776
+392
+9% +$61.6K 0.1% 110
2018
Q4 		$618K Buy
4,384
+97
+2% +$15.3K 0.08% 121
2018
Q3 		$730K Buy
4,287
+417
+11% +$69.4K 0.1% 113
2018
Q2 		$633K Buy
3,870
+258
+7% +$40.1K 0.09% 117
2018
Q1 		$554K Buy
3,612
+310
+9% +$49.1K 0.09% 106
2017
Q4 		$506K Buy
3,302
+570
+21% +$82.6K 0.09% 110
2017
Q3 		$369K Buy
2,732
+176
+7% +$22.9K 0.07% 123
2017
Q2 		$316K Buy
2,556
+110
+4% +$13.4K 0.06% 126
2017
Q1 		$293K Sell
2,446
-808
-25% -$96.5K 0.06% 135
2016
Q4 		$381K Buy
3,254
+1,273
+64% +$151K 0.08% 112
2016
Q3 		$242K Buy
1,981
+65
+3% +$7.4K 0.06% 137
2016
Q2 		$217K Sell
1,916
-140
-7% -$16.2K 0.06% 140
2016
Q1 		$237K Buy
+2,056
New +$211K 0.06% 130

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

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

Mission Wealth Management increased its Accenture (ACN) stake by 55% in Q2 2026, buying an estimated $821K and bringing the position to 13,352 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #349.

Mission Wealth Management first reported a position in ACN in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.9M in Q4 2024. 760 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Mission Wealth Management held 13,352 shares of Accenture worth $1.66M as of Q2 2026.
  • Mission Wealth Management bought 4,728 Accenture shares in Q2 2026, an estimated $821K.
  • Accenture made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Mission Wealth Management first reported a position in Accenture in Q1 2016 and has held it in 42 quarters since.
  • Mission Wealth Management's Accenture position peaked at $3.9M in Q4 2024.
  • 760 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.