WAM
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Weatherly Asset Management’s Accenture ACN Stock Holding History

Weatherly Asset Management’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 		$619K Sell
4,971
-135
-3% -$23.4K 0.04% 125
2026
Q1 		$1.01M Sell
5,106
-10
-0.2% -$2.33K 0.08% 98
2025
Q4 		$1.37M Sell
5,116
-29
-0.6% -$7.37K 0.11% 88
2025
Q3 		$1.27M Sell
5,145
-5
-0.1% -$1.3K 0.1% 94
2025
Q2 		$1.54M Sell
5,150
-66
-1% -$20.1K 0.13% 87
2025
Q1 		$1.63M Sell
5,216
-127
-2% -$44.9K 0.15% 80
2024
Q4 		$1.88M Sell
5,343
-10
-0.2% -$3.6K 0.17% 80
2024
Q3 		$1.89M Sell
5,353
-20
-0.4% -$6.58K 0.17% 80
2024
Q2 		$1.63M Sell
5,373
-50
-0.9% -$15.3K 0.15% 80
2024
Q1 		$1.88M Sell
5,423
-120
-2% -$43.7K 0.18% 80
2023
Q4 		$1.94M Sell
5,543
-385
-6% -$124K 0.21% 75
2023
Q3 		$1.82M Sell
5,928
-450
-7% -$142K 0.22% 74
2023
Q2 		$1.97M Sell
6,378
-290
-4% -$84.3K 0.23% 74
2023
Q1 		$1.91M Hold
6,668
– – 0.25% 72
2022
Q4 		$1.78M Hold
6,668
– – 0.24% 75
2022
Q3 		$1.72M Sell
6,668
-25
-0.4% -$7.22K 0.25% 72
2022
Q2 		$1.86M Sell
6,693
-540
-7% -$162K 0.26% 73
2022
Q1 		$2.44M Buy
7,233
+10
+0.1% +$3.37K 0.29% 69
2021
Q4 		$2.99M Sell
7,223
-40
-0.6% -$14.6K 0.33% 61
2021
Q3 		$2.32M Sell
7,263
-111
-2% -$36.1K 0.28% 68
2021
Q2 		$2.17M Sell
7,374
-40
-0.5% -$11.5K 0.27% 70
2021
Q1 		$2.05M Hold
7,414
– – 0.28% 68
2020
Q4 		$1.94M Sell
7,414
-40
-0.5% -$9.59K 0.28% 66
2020
Q3 		$1.68M Buy
7,454
+88
+1% +$20.2K 0.27% 68
2020
Q2 		$1.58M Sell
7,366
-55
-0.7% -$10.4K 0.28% 67
2020
Q1 		$1.21M Sell
7,421
-525
-7% -$101K 0.26% 69
2019
Q4 		$1.67M Sell
7,946
-250
-3% -$48.7K 0.32% 65
2019
Q3 		$1.58M Sell
8,196
-250
-3% -$48.4K 0.34% 65
2019
Q2 		$1.56M Sell
8,446
-31
-0.4% -$5.57K 0.31% 67
2019
Q1 		$1.49M Sell
8,477
-275
-3% -$43.2K 0.3% 68
2018
Q4 		$1.23M Buy
8,752
+235
+3% +$37.2K 0.29% 78
2018
Q3 		$1.45M Buy
8,517
+550
+7% +$91.6K 0.3% 74
2018
Q2 		$1.3M Buy
7,967
+55
+0.7% +$8.55K 0.3% 74
2018
Q1 		$1.21M Buy
7,912
+2,095
+36% +$332K 0.29% 77
2017
Q4 		$890K Buy
5,817
+451
+8% +$65.4K 0.22% 95
2017
Q3 		$725K Buy
5,366
+550
+11% +$71.7K 0.19% 105
2017
Q2 		$596K Buy
4,816
+880
+22% +$107K 0.17% 116
2017
Q1 		$472K Buy
+3,936
New +$470K 0.14% 126

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Weatherly Asset Management's ACN Position: Q2 2026 in Review

Weatherly Asset Management reduced its Accenture (ACN) stake by 2.6% in Q2 2026, selling an estimated $23.4K and leaving 4,971 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #125.

Weatherly Asset Management first reported a position in ACN in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.99M in Q4 2021. 554 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Weatherly Asset Management held 4,971 shares of Accenture worth $619K as of Q2 2026.
  • Weatherly Asset Management sold 135 Accenture shares in Q2 2026, an estimated $23.4K.
  • Accenture made up 0.04% of Weatherly Asset Management's portfolio in Q2 2026, its #125 holding.
  • Weatherly Asset Management first reported a position in Accenture in Q1 2017 and has held it in 38 quarters since.
  • Weatherly Asset Management's Accenture position peaked at $2.99M in Q4 2021.
  • 554 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.