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Obermeyer Wealth Partners’s Accenture ACN Stock Holding History

Obermeyer Wealth Partners’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 		$231K Buy
1,853
+172
+10% +$29.9K 0.01% 282
2026
Q1 		$333K Sell
1,681
-1,124
-40% -$262K 0.02% 228
2025
Q4 		$753K Sell
2,805
-248
-8% -$63K 0.03% 140
2025
Q3 		$753K Sell
3,053
-8,034
-72% -$2.09M 0.04% 134
2025
Q2 		$3.31M Buy
11,087
+1,069
+11% +$326K 0.17% 55
2025
Q1 		$3.13M Buy
10,018
+1,757
+21% +$621K 0.17% 54
2024
Q4 		$2.91M Buy
8,261
+1,660
+25% +$598K 0.15% 55
2024
Q3 		$2.33M Buy
6,601
+41
+0.6% +$13.5K 0.12% 65
2024
Q2 		$1.99M Buy
6,560
+4,763
+265% +$1.46M 0.11% 72
2024
Q1 		$623K Buy
1,797
+17
+1% +$6.2K 0.04% 123
2023
Q4 		$625K Buy
1,780
+133
+8% +$42.9K 0.04% 95
2023
Q3 		$506K Hold
1,647
– – 0.04% 112
2023
Q2 		$508K Hold
1,647
– – 0.04% 116
2023
Q1 		$471K Sell
1,647
-186
-10% -$50.7K 0.04% 119
2022
Q4 		$489K Sell
1,833
-65
-3% -$18K 0.04% 115
2022
Q3 		$488K Hold
1,898
– – 0.04% 118
2022
Q2 		$527K Hold
1,898
– – 0.04% 110
2022
Q1 		$640K Hold
1,898
– – 0.04% 111
2021
Q4 		$787K Buy
1,898
+53
+3% +$19.3K 0.04% 93
2021
Q3 		$590K Buy
1,845
+168
+10% +$54.6K 0.03% 106
2021
Q2 		$494K Hold
1,677
– – 0.03% 127
2021
Q1 		$463K Buy
+1,677
New +$433K 0.03% 134

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Obermeyer Wealth Partners's ACN Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Accenture (ACN) stake by 10% in Q2 2026, buying an estimated $29.9K and bringing the position to 1,853 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #282.

Obermeyer Wealth Partners first reported a position in ACN in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.31M in Q2 2025. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Obermeyer Wealth Partners held 1,853 shares of Accenture worth $231K as of Q2 2026.
  • Obermeyer Wealth Partners bought 172 Accenture shares in Q2 2026, an estimated $29.9K.
  • Accenture made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • Obermeyer Wealth Partners first reported a position in Accenture in Q1 2021 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Accenture position peaked at $3.31M in Q2 2025.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.