Private Wealth Partners
ACN icon

Private Wealth Partners’s Accenture ACN Stock Holding History

Private 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 		$1.46M Buy
7,957
+3,963
+99% +$670K 0.1% 84
2026
Q2 		$497K Sell
3,994
-2,044
-34% -$355K 0.04% 128
2026
Q1 		$1.2M Buy
6,038
+2,453
+68% +$572K 0.09% 92
2025
Q4 		$962K Hold
3,585
– – 0.07% 101
2025
Q3 		$884K Sell
3,585
-1
-0% -$261 0.06% 104
2025
Q2 		$1.07M Hold
3,586
– – 0.08% 93
2025
Q1 		$1.12M Buy
3,586
+16
+0.4% +$5.65K 0.09% 85
2024
Q4 		$1.26M Sell
3,570
-95
-3% -$34.2K 0.1% 86
2024
Q3 		$1.3M Hold
3,665
– – 0.1% 80
2024
Q2 		$1.11M Sell
3,665
-50
-1% -$15.3K 0.08% 87
2024
Q1 		$1.29M Buy
3,715
+345
+10% +$126K 0.1% 76
2023
Q4 		$1.18M Hold
3,370
– – 0.1% 78
2023
Q3 		$1.03M Hold
3,370
– – 0.1% 76
2023
Q2 		$1.04M Hold
3,370
– – 0.1% 76
2023
Q1 		$963K Buy
+3,370
New +$919K 0.1% 84
2016
Q4 		– Sell
-1,833
Closed -$224K – 112
2016
Q3 		$224K Sell
1,833
-100
-5% -$11.4K 0.05% 109
2016
Q2 		$219K Hold
1,933
– – 0.05% 116
2016
Q1 		$223K Sell
1,933
-581
-23% -$59.7K 0.05% 116
2015
Q4 		$263K Sell
2,514
-150
-6% -$15.8K 0.06% 110
2015
Q3 		$262K Sell
2,664
-750
-22% -$74.4K 0.07% 114
2015
Q2 		$330K Buy
3,414
+14
+0.4% +$1.34K 0.07% 116
2015
Q1 		$319K Buy
3,400
+144
+4% +$12.9K 0.07% 123
2014
Q4 		$291K Hold
3,256
– – 0.07% 124
2014
Q3 		$265K Hold
3,256
– – 0.06% 149
2014
Q2 		$263K Hold
3,256
– – 0.06% 141
2014
Q1 		$260K Hold
3,256
– – 0.06% 139
2013
Q4 		$268K Hold
3,256
– – 0.06% 152
2013
Q3 		$240K Hold
3,256
– – 0.06% 154
2013
Q2 		$234K Buy
+3,256
New +$259K 0.06% 159

Other funds holding ACN

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

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

Private Wealth Partners increased its Accenture (ACN) stake by 99% in Q3 2026, buying an estimated $670K and bringing the position to 7,957 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #84.

Private Wealth Partners first reported a position in ACN in Q2 2013 and has held it in 29 quarters since. 543 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Private Wealth Partners held 7,957 shares of Accenture worth $1.46M as of Q3 2026.
  • Private Wealth Partners bought 3,963 Accenture shares in Q3 2026, an estimated $670K.
  • Accenture made up 0.1% of Private Wealth Partners's portfolio in Q3 2026, its #84 holding.
  • Private Wealth Partners first reported a position in Accenture in Q2 2013 and has held it in 29 quarters since.
  • 543 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.