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Private Wealth Management Group’s Accenture ACN Stock Holding History

Private Wealth Management Group’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 		$8.34K Sell
67
-2
-3% -$347 ﹤0.01% 630
2026
Q1 		$13.7K Sell
69
-39
-36% -$9.09K ﹤0.01% 435
2025
Q4 		$29K Buy
108
+53
+96% +$13.5K 0.01% 260
2025
Q3 		$13.6K Sell
55
-59
-52% -$15.4K ﹤0.01% 432
2025
Q2 		$34.1K Sell
114
-16
-12% -$4.87K 0.01% 218
2025
Q1 		$40.6K Sell
130
-22
-14% -$7.77K 0.02% 191
2024
Q4 		$53.5K Buy
152
+15
+11% +$5.4K 0.02% 160
2024
Q3 		$48.4K Buy
137
+3
+2% +$987 0.02% 165
2024
Q2 		$40.7K Buy
134
+12
+10% +$3.68K 0.02% 176
2024
Q1 		$42.3K Hold
122
– – 0.02% 175
2023
Q4 		$42.8K Buy
+122
New +$39.3K 0.02% 173

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
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
Mirae Asset Global Investments
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Private Wealth Management Group's ACN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Accenture (ACN) stake by 2.9% in Q2 2026, selling an estimated $347 and leaving 67 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Private Wealth Management Group first reported a position in ACN in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.5K in Q4 2024. 702 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Private Wealth Management Group held 67 shares of Accenture worth $8.34K as of Q2 2026.
  • Private Wealth Management Group sold 2 Accenture shares in Q2 2026, an estimated $347.
  • Accenture made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #630 holding.
  • Private Wealth Management Group first reported a position in Accenture in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Accenture position peaked at $53.5K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.