True Wealth Design
ACCO icon

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
Q3 		$933 Buy
222
+7
+3% +$29 ﹤0.01% 1949
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

True Wealth Design's ACCO Position: Q3 2026 in Review

True Wealth Design increased its Acco Brands (ACCO) stake by 3.3% in Q3 2026, buying an estimated $29 and bringing the position to 222 shares worth $933. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

True Wealth Design first reported a position in ACCO in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.57K in Q3 2025. 29 funds tracked by Wall St. Rank hold ACCO as of Q3 2026.

  • True Wealth Design held 222 shares of Acco Brands worth $933 as of Q3 2026.
  • True Wealth Design bought 7 Acco Brands shares in Q3 2026, an estimated $29.
  • Acco Brands made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1949 holding.
  • True Wealth Design first reported a position in Acco Brands in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Acco Brands position peaked at $4.57K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Acco Brands as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.