UAS
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United Asset Strategies’s Accenture ACN Stock Holding History

United Asset Strategies’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 		$530K Sell
4,261
-1,998
-32% -$347K 0.04% 201
2026
Q1 		$1.24M Sell
6,259
-154
-2% -$35.9K 0.1% 123
2025
Q4 		$1.72M Buy
6,413
+1,816
+40% +$461K 0.13% 112
2025
Q3 		$1.13M Sell
4,597
-65
-1% -$16.9K 0.09% 133
2025
Q2 		$1.39M Buy
4,662
+90
+2% +$27.4K 0.12% 122
2025
Q1 		$1.43M Buy
4,572
+327
+8% +$115K 0.13% 122
2024
Q4 		$1.49M Buy
4,245
+233
+6% +$83.9K 0.14% 118
2024
Q3 		$1.42M Buy
4,012
+341
+9% +$112K 0.13% 124
2024
Q2 		$1.11M Buy
3,671
+251
+7% +$76.9K 0.11% 129
2024
Q1 		$1.19M Buy
3,420
+247
+8% +$90K 0.12% 134
2023
Q4 		$1.11M Sell
3,173
-4,136
-57% -$1.33M 0.13% 132
2023
Q3 		$2.24M Sell
7,309
-1,668
-19% -$526K 0.29% 81
2023
Q2 		$2.77M Buy
8,977
+380
+4% +$110K 0.35% 64
2023
Q1 		$2.46M Buy
8,597
+2,065
+32% +$563K 0.32% 70
2022
Q4 		$1.74M Buy
6,532
+376
+6% +$104K 0.24% 89
2022
Q3 		$1.58M Buy
6,156
+1,915
+45% +$553K 0.24% 91
2022
Q2 		$1.18M Buy
+4,241
New +$1.27M 0.17% 107

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

United Asset Strategies's ACN Position: Q2 2026 in Review

United Asset Strategies reduced its Accenture (ACN) stake by 32% in Q2 2026, selling an estimated $347K and leaving 4,261 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #201.

United Asset Strategies first reported a position in ACN in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.77M in Q2 2023. 866 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • United Asset Strategies held 4,261 shares of Accenture worth $530K as of Q2 2026.
  • United Asset Strategies sold 1,998 Accenture shares in Q2 2026, an estimated $347K.
  • Accenture made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #201 holding.
  • United Asset Strategies first reported a position in Accenture in Q2 2022 and has held it in 17 quarters since.
  • United Asset Strategies's Accenture position peaked at $2.77M in Q2 2023.
  • 866 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.