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True Wealth Design’s Accenture ACN Stock Holding History

True Wealth Design’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 		$79K Buy
635
+374
+143% +$64.9K 0.02% 324
2026
Q1 		$51.8K Sell
261
-222
-46% -$51.7K 0.01% 390
2025
Q4 		$130K Buy
483
+228
+89% +$57.9K 0.04% 139
2025
Q3 		$63K Buy
255
+199
+355% +$51.9K 0.02% 270
2025
Q2 		$16.9K Buy
56
+6
+12% +$1.83K 0.01% 430
2025
Q1 		$15.7K Buy
50
+26
+108% +$9.18K 0.01% 378
2024
Q4 		$8.6K Buy
24
+7
+41% +$2.52K ﹤0.01% 441
2024
Q3 		$6.01K Sell
17
-1
-6% -$329 ﹤0.01% 524
2024
Q2 		$5.46K Buy
18
+4
+29% +$1.23K ﹤0.01% 274
2024
Q1 		$4.85K Buy
14
+6
+75% +$2.19K ﹤0.01% 278
2023
Q4 		$2.81K Hold
8
– – ﹤0.01% 288
2023
Q3 		$2.46K Hold
8
– – ﹤0.01% 255
2023
Q2 		$2.47K Sell
8
-4
-33% -$1.16K ﹤0.01% 264
2023
Q1 		$3.43K Buy
12
+4
+50% +$1.09K ﹤0.01% 295
2022
Q4 		$2.13K Buy
+8
New +$2.21K ﹤0.01% 293

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

True Wealth Design increased its Accenture (ACN) stake by 143% in Q2 2026, buying an estimated $64.9K and bringing the position to 635 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #324.

True Wealth Design first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $130K in Q4 2025. 744 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • True Wealth Design held 635 shares of Accenture worth $79K as of Q2 2026.
  • True Wealth Design bought 374 Accenture shares in Q2 2026, an estimated $64.9K.
  • Accenture made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #324 holding.
  • True Wealth Design first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Accenture position peaked at $130K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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