Morningstar Investment Management’s Accenture ACN Stock Holding History

Morningstar Investment 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	$6.25M	Hold	31,501	–	–	0.39%	52
2026 Q1	$6.25M	Sell	31,501 -140	-0.4%	-$32.6K	0.39%	52
2025 Q4	$8.49M	Sell	31,641 -25,113	-44%	-$6.38M	0.5%	36
2025 Q3	$14M	Buy	+56,754	New	+$14.8M	0.51%	33
2025 Q1	–	Sell	-1,183	Closed	-$416K	–	73
2024 Q4	$416K	Hold	1,183	–	–	0.03%	136
2024 Q3	$431K	Buy	1,183 +8	+0.7%	+$2.63K	0.04%	143
2024 Q2	$357K	Hold	1,175	–	–	0.04%	149
2024 Q1	$407K	Hold	1,175	–	–	0.04%	134
2023 Q4	$412K	Sell	1,175 -37	-3%	-$11.9K	0.05%	131
2023 Q3	$372K	Hold	1,212	–	–	0.05%	113
2023 Q2	$374K	Buy	+1,212	New	+$352K	0.05%	118

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morningstar Investment Management's ACN Position: Q2 2026 in Review

Morningstar Investment Management held its Accenture (ACN) position steady in Q2 2026 at 31,501 shares worth $6.25M. The position accounts for 0.39% of the portfolio, ranked #52.

Morningstar Investment Management first reported a position in ACN in Q2 2023 and has held it in 11 quarters since. The position peaked at $14M in Q3 2025. 761 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Morningstar Investment Management held 31,501 shares of Accenture worth $6.25M as of Q2 2026.
Morningstar Investment Management left its Accenture share count unchanged in Q2 2026.
Accenture made up 0.39% of Morningstar Investment Management's portfolio in Q2 2026, its #52 holding.
Morningstar Investment Management first reported a position in Accenture in Q2 2023 and has held it in 11 quarters since.
Morningstar Investment Management's Accenture position peaked at $14M in Q3 2025.
761 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.