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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Precedent Wealth Partners increased its Accenture (ACN) stake by 1.3% in Q2 2026, buying an estimated $17.9K and bringing the position to 8,271 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #112.

Precedent Wealth Partners first reported a position in ACN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2025. 538 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Precedent Wealth Partners held 8,271 shares of Accenture worth $1.03M as of Q2 2026.
Precedent Wealth Partners bought 103 Accenture shares in Q2 2026, an estimated $17.9K.
Accenture made up 0.17% of Precedent Wealth Partners's portfolio in Q2 2026, its #112 holding.
Precedent Wealth Partners first reported a position in Accenture in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Accenture position peaked at $1.88M in Q2 2025.
538 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.