Venturi Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $668K | Buy |
5,366
+1,726
| +47% | +$300K | 0.03% | 313 |
|
|
2026
Q1 | $722K | Sell |
3,640
-635
| -15% | -$148K | 0.03% | 264 |
|
|
2025
Q4 | $1.15M | Buy |
4,275
+827
| +24% | +$210K | 0.05% | 175 |
|
|
2025
Q3 | $850K | Sell |
3,448
-2,965
| -46% | -$773K | 0.04% | 221 |
|
|
2025
Q2 | $1.92M | Sell |
6,413
-237
| -4% | -$72.2K | 0.09% | 123 |
|
|
2025
Q1 | $2.08M | Sell |
6,650
-68
| -1% | -$24K | 0.11% | 109 |
|
|
2024
Q4 | $2.36M | Buy |
6,718
+1,521
| +29% | +$548K | 0.12% | 110 |
|
|
2024
Q3 | $1.84M | Buy |
5,197
+859
| +20% | +$282K | 0.1% | 123 |
|
|
2024
Q2 | $1.32M | Buy |
4,338
+724
| +20% | +$222K | 0.08% | 148 |
|
|
2024
Q1 | $1.25M | Sell |
3,614
-117
| -3% | -$42.6K | 0.08% | 156 |
|
|
2023
Q4 | $1.31M | Sell |
3,731
-110
| -3% | -$35.5K | 0.09% | 130 |
|
|
2023
Q3 | $1.18M | Sell |
3,841
-110
| -3% | -$34.7K | 0.09% | 131 |
|
|
2023
Q2 | $1.22M | Buy |
3,951
+152
| +4% | +$44.2K | 0.1% | 117 |
|
|
2023
Q1 | $1.09M | Sell |
3,799
-205
| -5% | -$55.9K | 0.09% | 144 |
|
|
2022
Q4 | $1.07M | Buy |
4,004
+239
| +6% | +$66.1K | 0.09% | 154 |
|
|
2022
Q3 | $969K | Buy |
3,765
+380
| +11% | +$110K | 0.09% | 147 |
|
|
2022
Q2 | $940K | Buy |
3,385
+40
| +1% | +$12K | 0.08% | 146 |
|
|
2022
Q1 | $1.13M | Sell |
3,345
-189
| -5% | -$63.7K | 0.09% | 135 |
|
|
2021
Q4 | $1.47M | Sell |
3,534
-243
| -6% | -$88.6K | 0.11% | 112 |
|
|
2021
Q3 | $1.21M | Sell |
3,777
-962
| -20% | -$313K | 0.1% | 131 |
|
|
2021
Q2 | $1.4M | Buy |
4,739
+16
| +0.3% | +$4.58K | 0.12% | 115 |
|
|
2021
Q1 | $1.3M | Sell |
4,723
-116
| -2% | -$30K | 0.12% | 116 |
|
|
2020
Q4 | $1.26M | Buy |
4,839
+386
| +9% | +$92.5K | 0.13% | 117 |
|
|
2020
Q3 | $1.01M | Buy |
4,453
+832
| +23% | +$191K | 0.12% | 129 |
|
|
2020
Q2 | $778K | Buy |
3,621
+1,516
| +72% | +$287K | 0.1% | 124 |
|
|
2020
Q1 | $344K | Buy |
2,105
+178
| +9% | +$34.3K | 0.06% | 160 |
|
|
2019
Q4 | $406K | Sell |
1,927
-126
| -6% | -$24.6K | 0.05% | 170 |
|
|
2019
Q3 | $395K | Sell |
2,053
-309
| -13% | -$59.8K | 0.05% | 160 |
|
|
2019
Q2 | $436K | Sell |
2,362
-178
| -7% | -$32K | 0.06% | 153 |
|
|
2019
Q1 | $448K | Sell |
2,540
-282
| -10% | -$44.3K | 0.06% | 155 |
|
|
2018
Q4 | $383K | Buy |
+2,822
| New | +$446K | 0.06% | 165 |
|
Other funds holding ACN
Venturi Wealth Management's ACN Position: Q2 2026 in Review
Venturi Wealth Management increased its Accenture (ACN) stake by 47% in Q2 2026, buying an estimated $300K and bringing the position to 5,366 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #313.
Venturi Wealth Management first reported a position in ACN in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.36M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.
- Venturi Wealth Management held 5,366 shares of Accenture worth $668K as of Q2 2026.
- Venturi Wealth Management bought 1,726 Accenture shares in Q2 2026, an estimated $300K.
- Accenture made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #313 holding.
- Venturi Wealth Management first reported a position in Accenture in Q4 2018 and has held it in 31 quarters since.
- Venturi Wealth Management's Accenture position peaked at $2.36M in Q4 2024.
- 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.
Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.