Precedent Wealth Partners’s Accenture ACN Stock Holding History

Precedent 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	$2.43M	Buy	13,270 +4,999	+60%	+$845K	0.37%	79
2026 Q2	$1.03M	Buy	8,271 +103	+1%	+$17.9K	0.17%	112
2026 Q1	$1.62M	Buy	8,168 +1,397	+21%	+$325K	0.32%	92
2025 Q4	$1.82M	Buy	6,771 +46	+0.7%	+$11.7K	0.38%	79
2025 Q3	$1.66M	Buy	6,725 +435	+7%	+$113K	0.37%	80
2025 Q2	$1.88M	Buy	6,290 +1,038	+20%	+$316K	0.46%	66
2025 Q1	$1.64M	Buy	5,252 +912	+21%	+$322K	0.46%	64
2024 Q4	$1.53M	Sell	4,340 -40	-0.9%	-$14.4K	0.5%	55
2024 Q3	$1.55M	Buy	4,380 +286	+7%	+$94K	0.51%	51
2024 Q2	$1.24M	Buy	4,094 +675	+20%	+$207K	0.5%	52
2024 Q1	$1.19M	Buy	3,419 +247	+8%	+$90K	0.51%	42
2023 Q4	$1.11M	Buy	+3,172	New	+$1.02M	0.57%	38

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

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

Precedent Wealth Partners increased its Accenture (ACN) stake by 60% in Q3 2026, buying an estimated $845K and bringing the position to 13,270 shares worth $2.43M. The position accounts for 0.37% of the portfolio, ranked #79.

Precedent Wealth Partners first reported a position in ACN in Q4 2023 and has held it in 12 quarters since. 563 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Precedent Wealth Partners held 13,270 shares of Accenture worth $2.43M as of Q3 2026.
Precedent Wealth Partners bought 4,999 Accenture shares in Q3 2026, an estimated $845K.
Accenture made up 0.37% of Precedent Wealth Partners's portfolio in Q3 2026, its #79 holding.
Precedent Wealth Partners first reported a position in Accenture in Q4 2023 and has held it in 12 quarters since.
563 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

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