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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Olistico Wealth's ACN Position: Q2 2026 in Review

Olistico Wealth reduced its Accenture (ACN) stake by 88% in Q2 2026, selling an estimated $105K and leaving 84 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Olistico Wealth first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $440K in Q4 2023. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Olistico Wealth held 84 shares of Accenture worth $10.5K as of Q2 2026.
  • Olistico Wealth sold 607 Accenture shares in Q2 2026, an estimated $105K.
  • Accenture made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #246 holding.
  • Olistico Wealth first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Accenture position peaked at $440K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.