AWM
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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 $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

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

AE Wealth Management reduced its Accenture (ACN) stake by 27% in Q2 2026, selling an estimated $12.1M and leaving 186,062 shares worth $23.2M. The position accounts for 0.11% of the portfolio, ranked #207.

AE Wealth Management first reported a position in ACN in Q3 2018 and has held it in 31 quarters since. The position peaked at $50.7M in Q1 2026. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • AE Wealth Management held 186,062 shares of Accenture worth $23.2M as of Q2 2026.
  • AE Wealth Management sold 69,817 Accenture shares in Q2 2026, an estimated $12.1M.
  • Accenture made up 0.11% of AE Wealth Management's portfolio in Q2 2026, its #207 holding.
  • AE Wealth Management first reported a position in Accenture in Q3 2018 and has held it in 31 quarters since.
  • AE Wealth Management's Accenture position peaked at $50.7M in Q1 2026.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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