OWP
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ORG Wealth Partners’s Accenture ACN Stock Holding History

ORG 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 		$113K Sell
910
-1,073
-54% -$186K 0.02% 279
2026
Q1 		$393K Sell
1,983
-258
-12% -$60.1K 0.08% 152
2025
Q4 		$601K Buy
2,241
+475
+27% +$121K 0.14% 105
2025
Q3 		$436K Buy
1,766
+292
+20% +$76.1K 0.09% 138
2025
Q2 		$446K Buy
1,474
+116
+9% +$35.3K 0.11% 125
2025
Q1 		$426K Buy
1,358
+18
+1% +$6.36K 0.13% 131
2024
Q4 		$472K Buy
1,340
+104
+8% +$37.4K 0.15% 71
2024
Q3 		$437K Buy
+1,236
New +$406K 0.15% 73

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

ORG Wealth Partners reduced its Accenture (ACN) stake by 54% in Q2 2026, selling an estimated $186K and leaving 910 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #279.

ORG Wealth Partners first reported a position in ACN in Q3 2024 and has held it in 8 quarters since. The position peaked at $601K in Q4 2025. 818 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • ORG Wealth Partners held 910 shares of Accenture worth $113K as of Q2 2026.
  • ORG Wealth Partners sold 1,073 Accenture shares in Q2 2026, an estimated $186K.
  • Accenture made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #279 holding.
  • ORG Wealth Partners first reported a position in Accenture in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Accenture position peaked at $601K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.