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Wealthcare Advisory Partners’s Accenture ACN Stock Holding History

Wealthcare Advisory Partners’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 		$369K Sell
2,969
-2,144
-42% -$372K 0.01% 804
2026
Q1 		$1.01M Sell
5,113
-136
-3% -$31.7K 0.02% 516
2025
Q4 		$1.41M Buy
5,249
+391
+8% +$99.3K 0.03% 430
2025
Q3 		$1.2M Sell
4,858
-44
-0.9% -$11.5K 0.03% 452
2025
Q2 		$1.47M Buy
4,902
+38
+0.8% +$11.6K 0.03% 398
2025
Q1 		$1.52M Buy
4,864
+1,424
+41% +$503K 0.04% 353
2024
Q4 		$1.21M Sell
3,440
-54
-2% -$19.4K 0.03% 380
2024
Q3 		$1.24M Buy
3,494
+4
+0.1% +$1.31K 0.04% 367
2024
Q2 		$1.06M Sell
3,490
-125
-3% -$38.3K 0.03% 368
2024
Q1 		$1.25M Buy
3,615
+2,222
+160% +$810K 0.04% 320
2023
Q4 		$489K Buy
1,393
+156
+13% +$50.3K 0.02% 492
2023
Q3 		$380K Sell
1,237
-285
-19% -$89.8K 0.02% 501
2023
Q2 		$470K Buy
1,522
+56
+4% +$16.3K 0.02% 462
2023
Q1 		$419K Buy
1,466
+58
+4% +$15.8K 0.02% 497
2022
Q4 		$376K Buy
1,408
+199
+16% +$55K 0.02% 483
2022
Q3 		$311K Buy
1,209
+392
+48% +$113K 0.02% 473
2022
Q2 		$227K Buy
+817
New +$245K 0.01% 495
2021
Q4 		– Sell
-2,294
Closed -$734K – 574
2021
Q3 		$734K Buy
2,294
+29
+1% +$9.43K 0.05% 244
2021
Q2 		$668K Buy
2,265
+66
+3% +$18.9K 0.04% 260
2021
Q1 		$607K Buy
+2,199
New +$568K 0.04% 252
2020
Q2 		– Sell
-126
Closed -$21K – 328
2020
Q1 		$21K Sell
126
-51
-29% -$9.82K ﹤0.01% 711
2019
Q4 		$37K Hold
177
– – ﹤0.01% 614
2019
Q3 		$34K Hold
177
– – ﹤0.01% 618
2019
Q2 		$33K Sell
177
-7
-4% -$1.26K 0.01% 599
2019
Q1 		$32K Hold
184
– – 0.01% 554
2018
Q4 		$26K Hold
184
– – 0.01% 572
2018
Q3 		$31K Sell
184
-38
-17% -$6.33K 0.01% 570
2018
Q2 		$36K Buy
222
+108
+95% +$16.8K 0.01% 531
2018
Q1 		$17K Buy
114
+31
+37% +$4.91K ﹤0.01% 616
2017
Q4 		$13K Buy
83
+82
+8,200% +$11.9K ﹤0.01% 610
2017
Q3 		$0 Buy
+1
New +$130 ﹤0.01% 876

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealthcare Advisory Partners's ACN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Accenture (ACN) stake by 42% in Q2 2026, selling an estimated $372K and leaving 2,969 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #804.

Wealthcare Advisory Partners first reported a position in ACN in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.52M in Q1 2025. 474 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Wealthcare Advisory Partners held 2,969 shares of Accenture worth $369K as of Q2 2026.
  • Wealthcare Advisory Partners sold 2,144 Accenture shares in Q2 2026, an estimated $372K.
  • Accenture made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #804 holding.
  • Wealthcare Advisory Partners first reported a position in Accenture in Q3 2017 and has held it in 31 quarters since.
  • Wealthcare Advisory Partners's Accenture position peaked at $1.52M in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.