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Accretive Wealth Partners’s Accenture ACN Stock Holding History

Accretive Wealth 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
Q1 		$487K Buy
2,458
+14
+0.6% +$3.26K 0.14% 122
2025
Q4 		$656K Sell
2,444
-234
-9% -$59.5K 0.19% 99
2025
Q3 		$660K Buy
2,678
+57
+2% +$14.9K 0.2% 97
2025
Q2 		$783K Buy
2,621
+3
+0.1% +$914 0.26% 96
2025
Q1 		$795K Buy
2,618
+387
+17% +$137K 0.28% 94
2024
Q4 		$785K Buy
2,231
+24
+1% +$8.64K 0.33% 89
2024
Q3 		$780K Buy
2,207
+24
+1% +$7.89K 0.33% 93
2024
Q2 		$662K Sell
2,183
-10
-0.5% -$3.06K 0.28% 100
2024
Q1 		$666K Buy
2,193
+22
+1% +$8.02K 0.29% 99
2023
Q4 		$762K Buy
2,171
+48
+2% +$15.5K 0.37% 90
2023
Q3 		$652K Buy
2,123
+89
+4% +$28K 0.39% 82
2023
Q2 		$628K Buy
2,034
+125
+7% +$36.3K 0.37% 82
2023
Q1 		$546K Buy
1,909
+105
+6% +$28.6K 0.35% 86
2022
Q4 		$481K Buy
1,804
+104
+6% +$28.8K 0.33% 85
2022
Q3 		$437K Buy
1,700
+108
+7% +$31.2K 0.33% 85
2022
Q2 		$442K Buy
1,592
+15
+1% +$4.51K 0.32% 85
2022
Q1 		$532K Buy
+1,577
New +$532K 0.33% 91

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accretive Wealth Partners's ACN Position: Q1 2026 in Review

Accretive Wealth Partners increased its Accenture (ACN) stake by 0.57% in Q1 2026, buying an estimated $3.26K and bringing the position to 2,458 shares worth $487K. The position accounts for 0.14% of the portfolio, ranked #122.

Accretive Wealth Partners first reported a position in ACN in Q1 2022 and has held it in 17 quarters since. The position peaked at $795K in Q1 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Accretive Wealth Partners held 2,458 shares of Accenture worth $487K as of Q1 2026.
  • Accretive Wealth Partners bought 14 Accenture shares in Q1 2026, an estimated $3.26K.
  • Accenture made up 0.14% of Accretive Wealth Partners's portfolio in Q1 2026, its #122 holding.
  • Accretive Wealth Partners first reported a position in Accenture in Q1 2022 and has held it in 17 quarters since.
  • Accretive Wealth Partners's Accenture position peaked at $795K in Q1 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.