TWD
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True Wealth Design’s Acco Brands ACCO Stock Holding History

True Wealth Design’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$895 Sell
215
-362
-63% -$1.33K ﹤0.01% 2027
2026
Q1 		$1.73K Sell
577
-142
-20% -$535 ﹤0.01% 1606
2025
Q4 		$2.68K Sell
719
-427
-37% -$1.58K ﹤0.01% 1343
2025
Q3 		$4.57K Buy
1,146
+703
+159% +$2.74K ﹤0.01% 1112
2025
Q2 		$1.59K Buy
443
+337
+318% +$1.25K ﹤0.01% 1274
2025
Q1 		$445 Buy
106
+45
+74% +$221 ﹤0.01% 1586
2024
Q4 		$321 Hold
61
– – ﹤0.01% 1158
2024
Q3 		$334 Buy
+61
New +$308 ﹤0.01% 1148

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's ACCO Position: Q2 2026 in Review

True Wealth Design reduced its Acco Brands (ACCO) stake by 63% in Q2 2026, selling an estimated $1.33K and leaving 215 shares worth $895. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

True Wealth Design first reported a position in ACCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.57K in Q3 2025. 198 funds tracked by Wall St. Rank hold ACCO as of Q2 2026.

  • True Wealth Design held 215 shares of Acco Brands worth $895 as of Q2 2026.
  • True Wealth Design sold 362 Acco Brands shares in Q2 2026, an estimated $1.33K.
  • Acco Brands made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2027 holding.
  • True Wealth Design first reported a position in Acco Brands in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Acco Brands position peaked at $4.57K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Acco Brands as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.