AWA
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Arkadios Wealth Advisors’s Accenture ACN Stock Holding History

Arkadios 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 		$2.3M Sell
11,608
-226
-2% -$52.7K 0.04% 455
2025
Q4 		$3.18M Sell
11,834
-645
-5% -$164K 0.06% 318
2025
Q3 		$3.08M Buy
12,479
+1,576
+14% +$411K 0.07% 286
2025
Q2 		$3.26M Buy
10,903
+4,717
+76% +$1.44M 0.1% 226
2025
Q1 		$1.93M Buy
6,186
+1,832
+42% +$647K 0.07% 290
2024
Q4 		$1.53M Sell
4,354
-296
-6% -$107K 0.08% 238
2024
Q3 		$1.64M Buy
4,650
+1,678
+56% +$552K 0.09% 218
2024
Q2 		$902K Buy
2,972
+205
+7% +$62.8K 0.06% 305
2024
Q1 		$959K Sell
2,767
-147
-5% -$53.6K 0.07% 243
2023
Q4 		$1.02M Buy
2,914
+71
+2% +$22.9K 0.09% 220
2023
Q3 		$873K Buy
2,843
+191
+7% +$60.2K 0.08% 232
2023
Q2 		$818K Sell
2,652
-56
-2% -$16.3K 0.1% 215
2023
Q1 		$774K Buy
2,708
+799
+42% +$218K 0.09% 226
2022
Q4 		$509K Buy
1,909
+19
+1% +$5.26K 0.07% 279
2022
Q3 		$486K Buy
1,890
+8
+0.4% +$2.31K 0.07% 275
2022
Q2 		$522K Sell
1,882
-76
-4% -$22.8K 0.08% 269
2022
Q1 		$660K Buy
1,958
+359
+22% +$121K 0.09% 255
2021
Q4 		$663K Buy
1,599
+76
+5% +$27.7K 0.09% 266
2021
Q3 		$487K Buy
1,523
+290
+24% +$94.3K 0.07% 294
2021
Q2 		$363K Buy
1,233
+1,042
+546% +$298K 0.04% 403
2021
Q1 		$52K Sell
191
-132
-41% -$34.1K 0.01% 680
2020
Q4 		$84K Sell
323
-73
-18% -$17.5K 0.02% 462
2020
Q3 		$91.2K Sell
396
-175
-31% -$40.1K 0.05% 309
2020
Q2 		$125K Buy
571
+27
+5% +$5.11K 0.07% 227
2020
Q1 		$88.8K Sell
544
-15
-3% -$2.89K 0.06% 247
2019
Q4 		$119K Buy
+559
New +$109K 0.07% 211

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

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

Arkadios Wealth Advisors reduced its Accenture (ACN) stake by 1.9% in Q1 2026, selling an estimated $52.7K and leaving 11,608 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #455.

Arkadios Wealth Advisors first reported a position in ACN in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.26M in Q2 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Arkadios Wealth Advisors held 11,608 shares of Accenture worth $2.3M as of Q1 2026.
  • Arkadios Wealth Advisors sold 226 Accenture shares in Q1 2026, an estimated $52.7K.
  • Accenture made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #455 holding.
  • Arkadios Wealth Advisors first reported a position in Accenture in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Accenture position peaked at $3.26M in Q2 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.