SWA
ACN icon

SOA Wealth Advisors’s Accenture ACN Stock Holding History

SOA Wealth Advisors’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 		$63.7K Sell
512
-27
-5% -$4.69K 0.01% 348
2026
Q1 		$107K Hold
539
– – 0.02% 263
2025
Q4 		$145K Hold
539
– – 0.02% 244
2025
Q3 		$133K Sell
539
-9
-2% -$2.35K 0.02% 260
2025
Q2 		$164K Buy
548
+236
+76% +$71.9K 0.03% 218
2025
Q1 		$97.4K Buy
312
+218
+232% +$77K 0.02% 263
2024
Q4 		$33.1K Sell
94
-2
-2% -$720 0.01% 385
2024
Q3 		$33.9K Sell
96
-7
-7% -$2.3K 0.01% 374
2024
Q2 		$31.3K Sell
103
-35
-25% -$10.7K 0.01% 375
2024
Q1 		$47.8K Hold
138
– – 0.01% 309
2023
Q4 		$48.4K Hold
138
– – 0.01% 297
2023
Q3 		$42.4K Sell
138
-16
-10% -$5.04K 0.01% 305
2023
Q2 		$47.5K Sell
154
-7
-4% -$2.03K 0.01% 296
2023
Q1 		$46K Hold
161
– – 0.01% 294
2022
Q4 		$43K Sell
161
-7
-4% -$1.94K 0.01% 298
2022
Q3 		$43K Hold
168
– – 0.01% 286
2022
Q2 		$46K Sell
168
-10
-6% -$3K 0.01% 276
2022
Q1 		$60K Hold
178
– – 0.01% 282
2021
Q4 		$73K Hold
178
– – 0.02% 258
2021
Q3 		$56K Sell
178
-3
-2% -$976 0.01% 292
2021
Q2 		$53K Buy
181
+92
+103% +$26.3K 0.01% 302
2021
Q1 		$24K Sell
89
-161
-64% -$41.6K 0.01% 371
2020
Q4 		$64K Buy
+250
New +$59.9K 0.02% 238

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

SOA Wealth Advisors's ACN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Accenture (ACN) stake by 5% in Q2 2026, selling an estimated $4.69K and leaving 512 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #348.

SOA Wealth Advisors first reported a position in ACN in Q4 2020 and has held it in 23 quarters since. The position peaked at $164K in Q2 2025. 729 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • SOA Wealth Advisors held 512 shares of Accenture worth $63.7K as of Q2 2026.
  • SOA Wealth Advisors sold 27 Accenture shares in Q2 2026, an estimated $4.69K.
  • Accenture made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • SOA Wealth Advisors first reported a position in Accenture in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Accenture position peaked at $164K in Q2 2025.
  • 729 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.