Sheets Smith Wealth Management’s Accenture ACN Stock Holding History

Sheets Smith 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	$1.03M	Sell	8,310 -990	-11%	-$172K	0.1%	196
2026 Q1	$1.84M	Sell	9,300 -388	-4%	-$90.4K	0.21%	108
2025 Q4	$2.6M	Sell	9,688 -1,798	-16%	-$457K	0.29%	78
2025 Q3	$2.83M	Sell	11,486 -7,589	-40%	-$1.98M	0.32%	77
2025 Q2	$5.7M	Buy	19,075 +143	+0.8%	+$43.6K	0.67%	37
2025 Q1	$5.91M	Sell	18,932 -15	-0.1%	-$5.3K	0.73%	33
2024 Q4	$6.67M	Sell	18,947 -20	-0.1%	-$7.2K	0.81%	31
2024 Q3	$6.7M	Sell	18,967 -615	-3%	-$202K	0.82%	32
2024 Q2	$5.94M	Sell	19,582 -200	-1%	-$61.3K	0.71%	34
2024 Q1	$6.86M	Buy	19,782 +5	+0%	+$1.82K	0.77%	34
2023 Q4	$6.94M	Hold	19,777	–	–	0.99%	27
2023 Q3	$6.07M	Hold	19,777	–	–	0.93%	29
2023 Q2	$6.1M	Sell	19,777 -313	-2%	-$91K	0.89%	30
2023 Q1	$5.74M	Sell	20,090 -50	-0.2%	-$13.6K	0.88%	31
2022 Q4	$5.37M	Buy	20,140 +570	+3%	+$158K	0.84%	34
2022 Q3	$5.04M	Buy	19,570 +3,497	+22%	+$1.01M	0.84%	33
2022 Q2	$4.46M	Buy	16,073 +5,598	+53%	+$1.68M	0.73%	38
2022 Q1	$3.53M	Sell	10,475 -1,457	-12%	-$491K	0.49%	53
2021 Q4	$4.95M	Sell	11,932 -390	-3%	-$142K	0.61%	42
2021 Q3	$3.94M	Hold	12,322	–	–	0.53%	48
2021 Q2	$3.63M	Sell	12,322 -540	-4%	-$155K	0.49%	55
2021 Q1	$3.55M	Sell	12,862 -12	-0.1%	-$3.1K	0.52%	52
2020 Q4	$3.36M	Sell	12,874 -10	-0.1%	-$2.4K	0.51%	55
2020 Q3	$2.91M	Sell	12,884 -1,525	-11%	-$349K	0.51%	56
2020 Q2	$3.09M	Buy	14,409 +12	+0.1%	+$2.27K	0.62%	41
2020 Q1	$2.35M	Buy	14,397 +49	+0.3%	+$9.44K	0.49%	47
2019 Q4	$3.02M	Hold	14,348	–	–	0.58%	50
2019 Q3	$2.76M	Sell	14,348 -3,900	-21%	-$755K	0.57%	47
2019 Q2	$3.37M	Sell	18,248 -139	-0.8%	-$25K	0.69%	37
2019 Q1	$3.24M	Sell	18,387 -150	-0.8%	-$23.6K	0.7%	34
2018 Q4	$2.61M	Buy	18,537 +300	+2%	+$47.5K	0.7%	38
2018 Q3	$3.1M	Hold	18,237	–	–	0.64%	37
2018 Q2	$2.98M	Sell	18,237 -960	-5%	-$149K	0.7%	37
2018 Q1	$2.95M	Sell	19,197 -200	-1%	-$31.7K	0.71%	36
2017 Q4	$2.97M	Sell	19,397 -1,358	-7%	-$197K	0.7%	35
2017 Q3	$2.8M	Sell	20,755 -200	-1%	-$26.1K	0.71%	36
2017 Q2	$2.59M	Hold	20,955	–	–	0.68%	40
2017 Q1	$2.51M	Sell	20,955 -175	-0.8%	-$20.9K	0.67%	40
2016 Q4	$2.48M	Hold	21,130	–	–	0.69%	41
2016 Q3	$2.58M	Buy	21,130 +490	+2%	+$55.8K	0.73%	38
2016 Q2	$2.34M	Hold	20,640	–	–	0.68%	37
2016 Q1	$2.38M	Hold	20,640	–	–	0.73%	35
2015 Q4	$2.16M	Hold	20,640	–	–	0.65%	42
2015 Q3	$2.03M	Buy	20,640 +345	+2%	+$34.2K	0.69%	46
2015 Q2	$1.96M	Sell	20,295 -1,525	-7%	-$146K	0.54%	55
2015 Q1	$2.04M	Buy	21,820 +20	+0.1%	+$1.78K	0.56%	52
2014 Q4	$1.95M	Sell	21,800 -407	-2%	-$33.8K	0.51%	58
2014 Q3	$1.81M	Buy	22,207 +100	+0.5%	+$8.02K	0.49%	58
2014 Q2	$1.79M	Hold	22,107	–	–	0.48%	56
2014 Q1	$1.76M	Hold	22,107	–	–	0.49%	54
2013 Q4	$1.82M	Hold	22,107	–	–	0.5%	54
2013 Q3	$1.63M	Hold	22,107	–	–	0.53%	58
2013 Q2	$1.59M	Buy	+22,107	New	+$1.76M	0.54%	55

Other funds holding ACN

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return