AWM
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Aries Wealth Management’s Accenture ACN Stock Holding History

Aries 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 		$566K Sell
4,549
-624
-12% -$108K 0.11% 140
2026
Q1 		$1.03M Sell
5,173
-105
-2% -$24.5K 0.23% 96
2025
Q4 		$1.42M Sell
5,278
-784
-13% -$199K 0.31% 74
2025
Q3 		$1.49M Sell
6,062
-86
-1% -$22.4K 0.35% 70
2025
Q2 		$1.84M Buy
6,148
+92
+2% +$28K 0.48% 51
2025
Q1 		$1.89M Buy
6,056
+742
+14% +$262K 0.51% 52
2024
Q4 		$1.87M Sell
5,314
-20
-0.4% -$7.2K 0.51% 50
2024
Q3 		$1.89M Buy
5,334
+1,010
+23% +$332K 0.52% 53
2024
Q2 		$1.31M Sell
4,324
-146
-3% -$44.7K 0.41% 62
2024
Q1 		$1.55M Sell
4,470
-20
-0.4% -$7.29K 0.5% 53
2023
Q4 		$1.58M Sell
4,490
-11
-0.2% -$3.55K 0.56% 50
2023
Q3 		$1.37M Buy
4,501
+213
+5% +$67.1K 0.54% 54
2023
Q2 		$1.32M Buy
4,288
+33
+0.8% +$9.59K 0.51% 55
2023
Q1 		$1.22M Sell
4,255
-50
-1% -$13.6K 0.5% 61
2022
Q4 		$1.15M Sell
4,305
-25
-0.6% -$6.92K 0.5% 63
2022
Q3 		$1.23M Buy
4,330
+225
+5% +$65K 0.54% 52
2022
Q2 		$1.14M Buy
4,105
+2,245
+121% +$675K 0.52% 52
2022
Q1 		$627K Sell
1,860
-2,020
-52% -$681K 0.27% 49
2021
Q4 		$1.61M Buy
3,880
+97
+3% +$35.4K 0.61% 42
2021
Q3 		$1.21M Buy
3,783
+25
+0.7% +$8.13K 0.51% 53
2021
Q2 		$1.11M Buy
3,758
+74
+2% +$21.2K 0.47% 58
2021
Q1 		$1.05M Buy
3,684
+1,276
+53% +$330K 0.47% 59
2020
Q4 		$636K Sell
2,408
-26
-1% -$6.23K 0.32% 71
2020
Q3 		$550K Sell
2,434
-14
-0.6% -$3.21K 0.31% 78
2020
Q2 		$526K Buy
2,448
+261
+12% +$49.4K 0.32% 78
2020
Q1 		$342K Sell
2,187
-15
-0.7% -$2.89K 0.26% 87
2019
Q4 		$459K Hold
2,202
– – 0.28% 87
2019
Q3 		$407K Buy
2,202
+17
+0.8% +$3.29K 0.27% 89
2019
Q2 		$418K Hold
2,185
– – 0.29% 89
2019
Q1 		$385K Buy
+2,185
New +$343K 0.29% 85

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Aries Wealth Management reduced its Accenture (ACN) stake by 12% in Q2 2026, selling an estimated $108K and leaving 4,549 shares worth $566K. The position accounts for 0.11% of the portfolio, ranked #140.

Aries Wealth Management first reported a position in ACN in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.89M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Aries Wealth Management held 4,549 shares of Accenture worth $566K as of Q2 2026.
  • Aries Wealth Management sold 624 Accenture shares in Q2 2026, an estimated $108K.
  • Accenture made up 0.11% of Aries Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Aries Wealth Management first reported a position in Accenture in Q1 2019 and has held it in 30 quarters since.
  • Aries Wealth Management's Accenture position peaked at $1.89M in Q1 2025.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.