APW
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Aventura Private Wealth’s Accenture ACN Stock Holding History

Aventura Private Wealth’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 		$169K Buy
1,358
+17
+1% +$2.95K 0.05% 187
2026
Q1 		$266K Sell
1,341
-8
-0.6% -$1.86K 0.1% 135
2025
Q4 		$362K Buy
1,349
+12
+0.9% +$3.05K 0.13% 113
2025
Q3 		$330K Buy
1,337
+362
+37% +$94.4K 0.12% 124
2025
Q2 		$291K Buy
975
+2
+0.2% +$609 0.13% 120
2025
Q1 		$304K Hold
973
– – 0.16% 117
2024
Q4 		$342K Buy
+973
New +$350K 0.18% 95

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's ACN Position: Q2 2026 in Review

Aventura Private Wealth increased its Accenture (ACN) stake by 1.3% in Q2 2026, buying an estimated $2.95K and bringing the position to 1,358 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #187.

Aventura Private Wealth first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q4 2025. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Aventura Private Wealth held 1,358 shares of Accenture worth $169K as of Q2 2026.
  • Aventura Private Wealth bought 17 Accenture shares in Q2 2026, an estimated $2.95K.
  • Accenture made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #187 holding.
  • Aventura Private Wealth first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Accenture position peaked at $362K in Q4 2025.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.