RMR Wealth Builders
ACN icon

RMR Wealth Builders’s Accenture ACN Stock Holding History

RMR Wealth Builders’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 		$251K Buy
+1,366
New +$231K 0.01% 275
2026
Q2 		– Sell
-1,482
Closed -$294K – 318
2026
Q1 		$294K Sell
1,482
-332
-18% -$77.4K 0.02% 234
2025
Q4 		$487K Buy
1,814
+307
+20% +$78K 0.04% 177
2025
Q3 		$372K Sell
1,507
-4,774
-76% -$1.24M 0.03% 209
2025
Q2 		$1.88M Buy
6,281
+426
+7% +$130K 0.17% 77
2025
Q1 		$1.83M Buy
5,855
+418
+8% +$148K 0.19% 69
2024
Q4 		$1.91M Buy
5,437
+203
+4% +$73.1K 0.2% 63
2024
Q3 		$1.85M Sell
5,234
-278
-5% -$91.4K 0.2% 64
2024
Q2 		$1.67M Buy
5,512
+429
+8% +$131K 0.19% 67
2024
Q1 		$1.76M Buy
5,083
+570
+13% +$208K 0.21% 59
2023
Q4 		$1.58M Buy
4,513
+621
+16% +$200K 0.22% 56
2023
Q3 		$1.2M Buy
3,892
+3,206
+467% +$1.01M 0.19% 61
2023
Q2 		$212K Buy
+686
New +$199K 0.04% 200
2021
Q4 		– Sell
-1,140
Closed -$365K – 123
2021
Q3 		$365K Hold
1,140
– – 0.11% 118
2021
Q2 		$336K Sell
1,140
-128
-10% -$36.7K 0.11% 125
2021
Q1 		$350K Hold
1,268
– – 0.09% 124
2020
Q4 		$331K Hold
1,268
– – 0.16% 101
2020
Q3 		$287K Buy
1,268
+28
+2% +$6.41K 0.07% 157
2020
Q2 		$267K Buy
+1,240
New +$235K 0.24% 93
2019
Q4 		$260K Buy
+1,237
New +$241K 0.25% 88

Other funds holding ACN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

RMR Wealth Builders's ACN Position: Q3 2026 in Review

RMR Wealth Builders opened a new position in Accenture (ACN) in Q3 2026: 1,366 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in ACN as recently as Q1 2026.

RMR Wealth Builders first reported a position in ACN in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.91M in Q4 2024. 1,192 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • RMR Wealth Builders held 1,366 shares of Accenture worth $251K as of Q3 2026.
  • Accenture was a new RMR Wealth Builders position in Q3 2026.
  • Accenture made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #275 holding.
  • RMR Wealth Builders first reported a position in Accenture in Q4 2019 and has held it in 20 quarters since.
  • RMR Wealth Builders's Accenture position peaked at $1.91M in Q4 2024.
  • 1,192 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

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