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Robertson Stephens Wealth Management’s Accenture ACN Stock Holding History

Robertson Stephens Wealth Management’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 		$552K Buy
4,438
+1,578
+55% +$274K 0.01% 426
2026
Q1 		$567K Sell
2,860
-1,341
-32% -$312K 0.02% 398
2025
Q4 		$1.13M Buy
4,201
+1,942
+86% +$493K 0.03% 275
2025
Q3 		$557K Sell
2,259
-2,057
-48% -$536K 0.02% 338
2025
Q2 		$1.29M Sell
4,316
-1,124
-21% -$342K 0.04% 237
2025
Q1 		$1.7M Buy
5,440
+3,198
+143% +$1.13M 0.06% 209
2024
Q4 		$789K Sell
2,242
-825
-27% -$297K 0.03% 283
2024
Q3 		$1.08M Buy
3,067
+765
+33% +$252K 0.04% 267
2024
Q2 		$699K Sell
2,302
-92
-4% -$28.2K 0.04% 277
2024
Q1 		$830K Buy
2,394
+427
+22% +$156K 0.04% 263
2023
Q4 		$690K Buy
1,967
+70
+4% +$22.6K 0.04% 264
2023
Q3 		$582K Sell
1,897
-16
-0.8% -$5.04K 0.04% 284
2023
Q2 		$590K Sell
1,913
-126
-6% -$36.6K 0.04% 259
2023
Q1 		$583K Buy
2,039
+158
+8% +$43.1K 0.04% 273
2022
Q4 		$502K Buy
1,881
+4
+0.2% +$1.11K 0.05% 262
2022
Q3 		$483K Sell
1,877
-1,152
-38% -$333K 0.05% 224
2022
Q2 		$841K Sell
3,029
-136
-4% -$40.9K 0.08% 176
2022
Q1 		$1.07M Buy
3,165
+321
+11% +$108K 0.09% 173
2021
Q4 		$1.18M Buy
2,844
+1,069
+60% +$390K 0.1% 167
2021
Q3 		$568K Buy
1,775
+44
+3% +$14.3K 0.06% 188
2021
Q2 		$510K Buy
1,731
+63
+4% +$18K 0.06% 207
2021
Q1 		$460K Buy
1,668
+291
+21% +$75.2K 0.07% 184
2020
Q4 		$359K Sell
1,377
-1,646
-54% -$395K 0.08% 167
2020
Q3 		$683K Buy
3,023
+1,968
+187% +$451K 0.17% 112
2020
Q2 		$226K Buy
+1,055
New +$200K 0.07% 167

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Robertson Stephens Wealth Management's ACN Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Accenture (ACN) stake by 55% in Q2 2026, buying an estimated $274K and bringing the position to 4,438 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #426.

Robertson Stephens Wealth Management first reported a position in ACN in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.7M in Q1 2025. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,438 shares of Accenture worth $552K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,578 Accenture shares in Q2 2026, an estimated $274K.
  • Accenture made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Robertson Stephens Wealth Management first reported a position in Accenture in Q2 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Accenture position peaked at $1.7M in Q1 2025.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.