Obermeyer Wealth Partners
ACN icon

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
Q3 		$341K Buy
1,858
+5
+0.3% +$845 0.01% 231
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Obermeyer Wealth Partners's ACN Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Accenture (ACN) stake by 0.27% in Q3 2026, buying an estimated $845 and bringing the position to 1,858 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #231.

Obermeyer Wealth Partners first reported a position in ACN in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.31M in Q2 2025. 518 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Obermeyer Wealth Partners held 1,858 shares of Accenture worth $341K as of Q3 2026.
  • Obermeyer Wealth Partners bought 5 Accenture shares in Q3 2026, an estimated $845.
  • Accenture made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #231 holding.
  • Obermeyer Wealth Partners first reported a position in Accenture in Q1 2021 and has held it in 23 quarters since.
  • Obermeyer Wealth Partners's Accenture position peaked at $3.31M in Q2 2025.
  • 518 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.