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Avion Wealth’s Accenture ACN Stock Holding History

Avion 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 		$8K Sell
66
-3
-4% -$521 ﹤0.01% 636
2026
Q1 		$13K Sell
69
-9
-12% -$2.1K ﹤0.01% 408
2025
Q4 		$20K Buy
78
+34
+77% +$8.64K ﹤0.01% 341
2025
Q3 		$10K Sell
44
-23
-34% -$6K ﹤0.01% 467
2025
Q2 		$20K Sell
67
-4
-6% -$1.22K ﹤0.01% 309
2025
Q1 		$24K Hold
71
– – 0.01% 266
2024
Q4 		$24K Buy
71
+5
+8% +$1.8K 0.01% 266
2024
Q3 		$23K Buy
66
+17
+35% +$5.59K 0.01% 238
2024
Q2 		$14K Buy
49
+4
+9% +$1.23K ﹤0.01% 272
2024
Q1 		$16K Buy
45
+4
+10% +$1.46K ﹤0.01% 245
2023
Q4 		$14K Buy
41
+3
+8% +$967 ﹤0.01% 240
2023
Q3 		$11K Buy
38
+4
+12% +$1.26K ﹤0.01% 254
2023
Q2 		$10K Buy
34
+29
+580% +$8.43K ﹤0.01% 285
2023
Q1 		$1K Buy
+5
New +$1.36K ﹤0.01% 409
2020
Q4 		– Sell
-10
Closed -$2K – 352
2020
Q3 		$2K Hold
10
– – ﹤0.01% 264
2020
Q2 		$2K Hold
10
– – ﹤0.01% 237
2020
Q1 		$2K Buy
+10
New +$1.93K ﹤0.01% 258

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

Avion Wealth's ACN Position: Q2 2026 in Review

Avion Wealth reduced its Accenture (ACN) stake by 4.3% in Q2 2026, selling an estimated $521 and leaving 66 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Avion Wealth first reported a position in ACN in Q1 2020 and has held it in 17 quarters since. The position peaked at $24K in Q1 2025. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Avion Wealth held 66 shares of Accenture worth $8K as of Q2 2026.
  • Avion Wealth sold 3 Accenture shares in Q2 2026, an estimated $521.
  • Accenture made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #636 holding.
  • Avion Wealth first reported a position in Accenture in Q1 2020 and has held it in 17 quarters since.
  • Avion Wealth's Accenture position peaked at $24K in Q1 2025.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.