Potentia Wealth’s Accenture ACN Stock Holding History

Potentia 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	$200K	Buy	+1,093	New	+$185K	0.08%	61
2026 Q2	–	Sell	-1,093	Closed	-$217K	–	61
2026 Q1	$217K	Buy	1,093 +44	+4%	+$10.3K	0.08%	85
2025 Q4	$281K	Hold	1,049	–	–	0.1%	80
2025 Q3	$259K	Hold	1,049	–	–	0.1%	86
2025 Q2	$314K	Hold	1,049	–	–	0.18%	60
2025 Q1	$327K	Hold	1,049	–	–	0.15%	73
2024 Q4	$369K	Buy	+1,049	New	+$378K	0.16%	74

Other funds holding ACN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Potentia Wealth's ACN Position: Q3 2026 in Review

Potentia Wealth opened a new position in Accenture (ACN) in Q3 2026: 1,093 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #61 among its holdings. This is a return to the name: Potentia Wealth previously reported a position in ACN as recently as Q1 2026.

Potentia Wealth first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q4 2024. 1,357 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Potentia Wealth held 1,093 shares of Accenture worth $200K as of Q3 2026.
Accenture was a new Potentia Wealth position in Q3 2026.
Accenture made up 0.08% of Potentia Wealth's portfolio in Q3 2026, its #61 holding.
Potentia Wealth first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
Potentia Wealth's Accenture position peaked at $369K in Q4 2024.
1,357 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Potentia Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.