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SlateStone Wealth’s Accenture ACN Stock Holding History

SlateStone Wealth’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 		– Sell
-32,577
Closed -$6.46M – 295
2026
Q1 		$6.46M Buy
32,577
+1,528
+5% +$356K 0.53% 56
2025
Q4 		$8.33M Buy
31,049
+212
+0.7% +$53.9K 0.7% 46
2025
Q3 		$7.6M Buy
30,837
+417
+1% +$109K 0.66% 47
2025
Q2 		$9.09M Buy
30,420
+17
+0.1% +$5.18K 0.85% 39
2025
Q1 		$9.49M Sell
30,403
-26
-0.1% -$9.18K 0.95% 33
2024
Q4 		$10.7M Buy
30,429
+361
+1% +$130K 1.05% 27
2024
Q3 		$10.6M Buy
30,068
+11,863
+65% +$3.9M 0.96% 31
2024
Q2 		$5.52M Sell
18,205
-8,677
-32% -$2.66M 0.6% 44
2024
Q1 		$9.32M Buy
26,882
+11,618
+76% +$4.23M 0.94% 28
2023
Q4 		$5.36M Buy
15,264
+1,710
+13% +$551K 0.7% 37
2023
Q3 		$4.16M Buy
+13,554
New +$4.27M 0.61% 45
2022
Q2 		– Sell
-1,127
Closed -$380K – 185
2022
Q1 		$380K Sell
1,127
-2
-0.2% -$675 0.08% 131
2021
Q4 		$468K Buy
+1,129
New +$411K 0.1% 125

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

SlateStone Wealth's ACN Position: Q2 2026 in Review

SlateStone Wealth sold out of Accenture (ACN) in Q2 2026, closing a stake of 32,577 shares — an estimated $6.46M sold.

SlateStone Wealth first reported a position in ACN in Q4 2021 and held it in 13 quarters. The position peaked at $10.7M in Q4 2024. 462 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • SlateStone Wealth reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • SlateStone Wealth sold 32,577 Accenture shares in Q2 2026, an estimated $6.46M.
  • SlateStone Wealth first reported a position in Accenture in Q4 2021 and held it in 13 quarters.
  • SlateStone Wealth's Accenture position peaked at $10.7M in Q4 2024.
  • 462 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.