Sendero Wealth Management
ACN icon

Sendero Wealth Management’s Accenture ACN Stock Holding History

Sendero 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
Q3 		$525K Sell
2,863
-278
-9% -$47K 0.05% 161
2026
Q2 		$391K Buy
3,141
+1,855
+144% +$322K 0.04% 172
2026
Q1 		$255K Sell
1,286
-116
-8% -$27K 0.03% 189
2025
Q4 		$376K Buy
1,402
+500
+55% +$127K 0.04% 171
2025
Q3 		$222K Buy
+902
New +$235K 0.03% 182
2024
Q2 		– Sell
-4,789
Closed -$1.66M – 156
2024
Q1 		$1.66M Sell
4,789
-8,517
-64% -$3.1M 0.29% 58
2023
Q4 		$4.67M Buy
13,306
+170
+1% +$54.8K 0.88% 24
2023
Q3 		$4.03M Buy
13,136
+274
+2% +$86.3K 0.87% 24
2023
Q2 		$3.97M Buy
12,862
+1,414
+12% +$411K 0.87% 22
2023
Q1 		$3.27M Buy
11,448
+1,637
+17% +$446K 1% 16
2022
Q4 		$2.62M Buy
9,811
+2,320
+31% +$642K 0.93% 16
2022
Q3 		$1.93M Buy
+7,491
New +$2.16M 0.8% 16

Other funds holding ACN

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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

Sendero Wealth Management's ACN Position: Q3 2026 in Review

Sendero Wealth Management reduced its Accenture (ACN) stake by 8.9% in Q3 2026, selling an estimated $47K and leaving 2,863 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #161.

Sendero Wealth Management first reported a position in ACN in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.67M in Q4 2023. 970 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Sendero Wealth Management held 2,863 shares of Accenture worth $525K as of Q3 2026.
  • Sendero Wealth Management sold 278 Accenture shares in Q3 2026, an estimated $47K.
  • Accenture made up 0.05% of Sendero Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Sendero Wealth Management first reported a position in Accenture in Q3 2022 and has held it in 12 quarters since.
  • Sendero Wealth Management's Accenture position peaked at $4.67M in Q4 2023.
  • 970 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.