Olistico Wealth’s Accenture ACN Stock Holding History

Olistico Wealth’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	$9.17K	Sell	50 -34	-40%	-$5.75K	﹤0.01%	267
2026 Q2	$10.5K	Sell	84 -607	-88%	-$105K	﹤0.01%	246
2026 Q1	$137K	Sell	691 -36	-5%	-$8.39K	0.07%	114
2025 Q4	$195K	Sell	727 -629	-46%	-$160K	0.1%	95
2025 Q3	$334K	Sell	1,356 -45	-3%	-$11.7K	0.18%	77
2025 Q2	$419K	Buy	1,401 +631	+82%	+$192K	0.23%	67
2025 Q1	$240K	Hold	770	–	–	0.15%	90
2024 Q4	$271K	Buy	770 +1	+0.1%	+$360	0.16%	86
2024 Q3	$272K	Buy	769 +15	+2%	+$4.93K	0.17%	88
2024 Q2	$229K	Hold	754	–	–	0.15%	95
2024 Q1	$261K	Sell	754 -500	-40%	-$182K	0.19%	93
2023 Q4	$440K	Buy	1,254 +1	+0.1%	+$322	0.34%	69
2023 Q3	$385K	Hold	1,253	–	–	0.34%	74
2023 Q2	$387K	Buy	1,253 +1	+0.1%	+$291	0.33%	75
2023 Q1	$358K	Buy	1,252 +125	+11%	+$34.1K	0.34%	73
2022 Q4	$301K	Buy	+1,127	New	+$312K	0.33%	79

Other funds holding ACN

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Olistico Wealth's ACN Position: Q3 2026 in Review

Olistico Wealth reduced its Accenture (ACN) stake by 40% in Q3 2026, selling an estimated $5.75K and leaving 50 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Olistico Wealth first reported a position in ACN in Q4 2022 and has held it in 16 quarters since. The position peaked at $440K in Q4 2023. 462 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Olistico Wealth held 50 shares of Accenture worth $9.17K as of Q3 2026.
Olistico Wealth sold 34 Accenture shares in Q3 2026, an estimated $5.75K.
Accenture made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #267 holding.
Olistico Wealth first reported a position in Accenture in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Accenture position peaked at $440K in Q4 2023.
462 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.