AWM
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Accurate Wealth Management’s Accenture ACN Stock Holding History

Accurate Wealth 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 		$318K Buy
2,353
+21
+0.9% +$3.65K 0.03% 446
2026
Q1 		$420K Sell
2,332
-1,513
-39% -$353K 0.05% 351
2025
Q4 		$1.08M Buy
3,845
+202
+6% +$51.3K 0.14% 170
2025
Q3 		$890K Buy
3,643
+241
+7% +$62.8K 0.12% 186
2025
Q2 		$983K Buy
3,402
+1,084
+47% +$330K 0.15% 149
2025
Q1 		$663K Buy
2,318
+485
+26% +$171K 0.13% 167
2024
Q4 		$643K Buy
1,833
+124
+7% +$44.6K 0.12% 173
2024
Q3 		$629K Sell
1,709
-176
-9% -$57.9K 0.13% 164
2024
Q2 		$597K Buy
1,885
+44
+2% +$13.5K 0.14% 148
2024
Q1 		$583K Sell
1,841
-413
-18% -$151K 0.17% 133
2023
Q4 		$784K Buy
2,254
+22
+1% +$7.09K 0.24% 95
2023
Q3 		$687K Buy
2,232
+172
+8% +$54.2K 0.22% 102
2023
Q2 		$650K Sell
2,060
-57
-3% -$16.6K 0.2% 109
2023
Q1 		$596K Buy
2,117
+298
+16% +$81.2K 0.21% 115
2022
Q4 		$500K Buy
+1,819
New +$503K 0.18% 102

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accurate Wealth Management's ACN Position: Q2 2026 in Review

Accurate Wealth Management increased its Accenture (ACN) stake by 0.9% in Q2 2026, buying an estimated $3.65K and bringing the position to 2,353 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #446.

Accurate Wealth Management first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2025. 1,903 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Accurate Wealth Management held 2,353 shares of Accenture worth $318K as of Q2 2026.
  • Accurate Wealth Management bought 21 Accenture shares in Q2 2026, an estimated $3.65K.
  • Accenture made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Accurate Wealth Management first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Accenture position peaked at $1.08M in Q4 2025.
  • 1,903 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.