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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avion Wealth's ACN Position: Q1 2026 in Review

Avion Wealth reduced its Accenture (ACN) stake by 12% in Q1 2026, selling an estimated $2.1K and leaving 69 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Avion Wealth first reported a position in ACN in Q1 2020 and has held it in 16 quarters since. The position peaked at $24K in Q1 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Avion Wealth held 69 shares of Accenture worth $13K as of Q1 2026.
Avion Wealth sold 9 Accenture shares in Q1 2026, an estimated $2.1K.
Accenture made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #408 holding.
Avion Wealth first reported a position in Accenture in Q1 2020 and has held it in 16 quarters since.
Avion Wealth's Accenture position peaked at $24K in Q1 2025.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.