Triad Wealth Partners’s Accenture ACN Stock Holding History

Triad Wealth 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	$354K	Buy	1,930 +51	+3%	+$8.62K	0.02%	398
2026 Q2	$311K	Buy	1,879 +305	+19%	+$53K	0.02%	436
2026 Q1	$312K	Buy	1,574 +445	+39%	+$104K	0.02%	387
2025 Q4	$303K	Buy	+1,129	New	+$287K	0.03%	382
2025 Q3	–	Sell	-761	Closed	-$227K	–	367
2025 Q2	$227K	Buy	761 +71	+10%	+$21.6K	0.05%	260
2025 Q1	$215K	Sell	690 -434	-39%	-$153K	0.07%	201
2024 Q4	$395K	Buy	+1,124	New	+$405K	0.14%	110
2024 Q3	–	Sell	-931	Closed	-$282K	–	57
2024 Q2	$282K	Buy	931 +102	+12%	+$31.2K	0.15%	68
2024 Q1	$287K	Buy	+829	New	+$302K	0.22%	45

Other funds holding ACN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Triad Wealth Partners's ACN Position: Q3 2026 in Review

Triad Wealth Partners increased its Accenture (ACN) stake by 2.7% in Q3 2026, buying an estimated $8.62K and bringing the position to 1,930 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #398.

Triad Wealth Partners first reported a position in ACN in Q1 2024 and has held it in 9 quarters since. The position peaked at $395K in Q4 2024. 1,247 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Triad Wealth Partners held 1,930 shares of Accenture worth $354K as of Q3 2026.
Triad Wealth Partners bought 51 Accenture shares in Q3 2026, an estimated $8.62K.
Accenture made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #398 holding.
Triad Wealth Partners first reported a position in Accenture in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Accenture position peaked at $395K in Q4 2024.
1,247 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.