Alta Wealth Advisors’s Accenture ACN Stock Holding History

Alta 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 Q1	–	Sell	-860	Closed	-$231K	–	162
2025 Q4	$231K	Buy	+860	New	+$218K	0.08%	150
2025 Q3	–	Sell	-790	Closed	-$236K	–	158
2025 Q2	$236K	Hold	790	–	–	0.11%	105
2025 Q1	$247K	Buy	790 +3	+0.4%	+$1.06K	0.11%	121
2024 Q4	$277K	Buy	787 +9	+1%	+$3.24K	0.12%	117
2024 Q3	$275K	Buy	+778	New	+$256K	0.13%	112

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alta Wealth Advisors's ACN Position: Q1 2026 in Review

Alta Wealth Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 860 shares — an estimated $231K sold.

Alta Wealth Advisors first reported a position in ACN in Q3 2024 and held it in 5 quarters. The position peaked at $277K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Alta Wealth Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Alta Wealth Advisors sold 860 Accenture shares in Q1 2026, an estimated $231K.
Alta Wealth Advisors first reported a position in Accenture in Q3 2024 and held it in 5 quarters.
Alta Wealth Advisors's Accenture position peaked at $277K in Q4 2024.
2,158 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.