WBC
ACN icon

West Branch Capital’s Accenture ACN Stock Holding History

West Branch Capital’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 		– Sell
-27
Closed -$5.35K – 356
2026
Q1 		$5.35K Sell
27
-26
-49% -$6.06K ﹤0.01% 268
2025
Q4 		$14.2K Sell
53
-3,118
-98% -$792K ﹤0.01% 219
2025
Q3 		$782K Sell
3,171
-998
-24% -$260K 0.21% 51
2025
Q2 		$1.25M Sell
4,169
-249
-6% -$75.8K 0.37% 43
2025
Q1 		$1.38M Buy
4,418
+954
+28% +$337K 0.46% 41
2024
Q4 		$1.22M Buy
3,464
+1,254
+57% +$451K 0.39% 44
2024
Q3 		$781K Buy
2,210
+551
+33% +$181K 0.27% 47
2024
Q2 		$503K Buy
1,659
+231
+16% +$70.8K 0.19% 55
2024
Q1 		$495K Buy
1,428
+528
+59% +$192K 0.2% 52
2023
Q4 		$316K Buy
900
+116
+15% +$37.4K 0.15% 57
2023
Q3 		$241K Buy
784
+141
+22% +$44.4K 0.13% 71
2023
Q2 		$199K Buy
643
+44
+7% +$12.8K 0.1% 80
2023
Q1 		$171K Sell
599
-14
-2% -$3.82K 0.1% 84
2022
Q4 		$164K Hold
613
– – 0.1% 85
2022
Q3 		$158K Sell
613
-106
-15% -$30.6K 0.1% 87
2022
Q2 		$200K Buy
719
+148
+26% +$44.5K 0.12% 80
2022
Q1 		$193K Buy
571
+84
+17% +$28.3K 0.09% 85
2021
Q4 		$202K Buy
487
+245
+101% +$89.3K 0.09% 87
2021
Q3 		$77K Buy
242
+193
+394% +$62.8K 0.04% 156
2021
Q2 		$14K Buy
+49
New +$14K 0.01% 286
2020
Q4 		– Sell
-2,636
Closed -$596K – 88
2020
Q3 		$596K Buy
+2,636
New +$604K 0.38% 52

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

West Branch Capital's ACN Position: Q2 2026 in Review

West Branch Capital sold out of Accenture (ACN) in Q2 2026, closing a stake of 27 shares — an estimated $5.35K sold.

West Branch Capital first reported a position in ACN in Q3 2020 and held it in 21 quarters. The position peaked at $1.38M in Q1 2025. 514 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • West Branch Capital reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 27 Accenture shares in Q2 2026, an estimated $5.35K.
  • West Branch Capital first reported a position in Accenture in Q3 2020 and held it in 21 quarters.
  • West Branch Capital's Accenture position peaked at $1.38M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.