AWM
ACN icon

AE Wealth Management’s Accenture ACN Stock Holding History

AE 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
2020
Q3 		– Sell
-6,600
Closed -$17K – 1274
2020
Q2 		$17K Hold
6,600
– – ﹤0.01% 1239
2020
Q1 		$172K Hold
6,600
– – ﹤0.01% 1016
2019
Q4 		$22K Hold
6,600
– – ﹤0.01% 1111
2019
Q3 		$74K Buy
+6,600
New +$1.28M ﹤0.01% 955

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

AE Wealth Management's ACN Position: Q1 2026 in Review

AE Wealth Management increased its Accenture (ACN) stake by 145% in Q1 2026, buying an estimated $35.3M and bringing the position to 255,879 shares worth $50.7M. The position accounts for 0.27% of the portfolio, ranked #95.

AE Wealth Management first reported a position in ACN in Q3 2018 and has held it in 30 quarters since. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • AE Wealth Management held 255,879 shares of Accenture worth $50.7M as of Q1 2026.
  • AE Wealth Management bought 151,364 Accenture shares in Q1 2026, an estimated $35.3M.
  • Accenture made up 0.27% of AE Wealth Management's portfolio in Q1 2026, its #95 holding.
  • AE Wealth Management first reported a position in Accenture in Q3 2018 and has held it in 30 quarters since.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.