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Acumen Wealth Advisors’s Accenture ACN Stock Holding History

Acumen Wealth Advisors’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 		$5.35K Sell
43
-11,766
-100% -$2.04M ﹤0.01% 397
2026
Q1 		$2.34M Sell
11,809
-6,428
-35% -$1.5M 0.63% 41
2025
Q4 		$4.89M Buy
+18,237
New +$4.63M 1.41% 21

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

Acumen Wealth Advisors's ACN Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Accenture (ACN) stake by 100% in Q2 2026, selling an estimated $2.04M and leaving 43 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Acumen Wealth Advisors first reported a position in ACN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.89M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Acumen Wealth Advisors held 43 shares of Accenture worth $5.35K as of Q2 2026.
  • Acumen Wealth Advisors sold 11,766 Accenture shares in Q2 2026, an estimated $2.04M.
  • Accenture made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • Acumen Wealth Advisors first reported a position in Accenture in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Accenture position peaked at $4.89M in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.