Root Financial Partners
ACN icon

Root Financial Partners’s Accenture ACN Stock Holding History

Root Financial 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 		$266K Buy
+1,450
New +$245K 0.01% 348
2026
Q2 		– Sell
-320
Closed -$63.5K – 437
2026
Q1 		$63.5K Sell
320
-116
-27% -$27K ﹤0.01% 760
2025
Q4 		$117K Sell
436
-257
-37% -$65.3K 0.01% 418
2025
Q3 		$171K Buy
693
+8
+1% +$2.09K 0.01% 311
2025
Q2 		$205K Buy
+685
New +$209K 0.02% 242
2025
Q1 		– Sell
-813
Closed -$286K – 211
2024
Q4 		$286K Buy
+813
New +$293K 0.04% 162

Other funds holding ACN

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Root Financial Partners's ACN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Accenture (ACN) in Q3 2026: 1,450 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ACN as recently as Q1 2026.

Root Financial Partners first reported a position in ACN in Q4 2024 and has held it in 6 quarters since. The position peaked at $286K in Q4 2024. 772 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Root Financial Partners held 1,450 shares of Accenture worth $266K as of Q3 2026.
  • Accenture was a new Root Financial Partners position in Q3 2026.
  • Accenture made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #348 holding.
  • Root Financial Partners first reported a position in Accenture in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Accenture position peaked at $286K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.