&PARTNERS ACN — ACCENTURE PLC IRELAND

Ownership history in &PARTNERS  ·  10 quarters on record

AI Ownership Summary

&PARTNERS reported ACCENTURE PLC IRELAND (ACN) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2024 Q4. The latest visible filing shows ACN at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in ACCENTURE PLC IRELAND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACN was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACN stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held ACN — position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 208,472 -2,883 -1.4% 0.20% $41.4M 2026-05-15 $168.82
2025 Q4 ADDED — — — 211,355 +10,987 +5.5% 0.30% $56.6M 2026-02-17 $218.04
2025 Q3 REDUCED 15.5% +10.0% ❌ 200,368 -36,698 -15.5% 0.32% $49.2M 2025-11-14 $243.15
2025 Q2 ADDED — — — 237,066 +60,883 +34.6% 0.54% $70.9M 2025-08-14 $244.09
2025 Q1 ADDED — — — 176,183 +30,628 +21.0% 0.57% $53.6M 2025-05-15 $318.90
2024 Q4 ADDED — — — 145,555 +63,817 +78.1% 0.62% $51.5M 2025-02-14 $380.93
2024 Q3 ADDED — — — 81,738 +43,892 +116.0% 0.56% $29.0M 2024-11-14 $353.97
2024 Q2 ADDED — — — 37,846 +34,395 +996.7% 0.50% $11.5M 2024-07-24 $320.03
2024 Q1 ADDED — — — 3,451 +2,645 +328.2% 0.17% $1.2M 2024-04-11 $315.25
2023 Q4 INITIATED — — — 806 — — 0.07% $276K 2024-01-09 $329.78

🏢 Other funds also holding ACN

As of 2026 Q1 — sorted by position size

Breakout Capital Partners, LP 19.09% Fairman Group, LLC 14.8% Hummer Financial Advisory Services Inc 3Y 7.14% PROVIDENT TRUST CO 3Y 7Y 5.53% Banque de Luxembourg S.A. 4.46% Seilern Investment Management Ltd 4.09% Value Partners Investments Inc. 3Y 3.91% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 3.9% Bristol Gate Capital Partners Inc. 3Y 7Y 3.73% CSU Producer Resources, Inc. 3Y 7Y 3.69%

FAQ About &PARTNERS and ACN

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning ACN?

&PARTNERS reported ACN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ACN position in &PARTNERS's portfolio?

The largest reported portfolio weight for ACN was 0.62% in 2024 Q4.

What is the latest reported ACN position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 208,472 shares, equal to 0.20% of portfolio, with an estimated market value of $41.4M.

What does the chart on this ACN ownership page compare?

The chart compares &PARTNERS's quarterly ACN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their ACN position?

Based on 13F filing dates vs. subsequent ACN price moves, &PARTNERS correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on ACN relative to SPY over the holding period was -38.5%.

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