AWM
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Aviso Wealth Management’s Accenture ACN Stock Holding History

Aviso 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 		– Sell
-1,052
Closed -$209K – 145
2026
Q1 		$209K Sell
1,052
-116
-10% -$27K 0.09% 137
2025
Q4 		$314K Buy
1,168
+53
+5% +$13.5K 0.13% 116
2025
Q3 		$275K Sell
1,115
-72
-6% -$18.8K 0.12% 119
2025
Q2 		$355K Buy
1,187
+39
+3% +$11.9K 0.17% 108
2025
Q1 		$358K Hold
1,148
– – 0.19% 105
2024
Q4 		$404K Buy
1,148
+77
+7% +$27.7K 0.21% 99
2024
Q3 		$379K Sell
1,071
-7
-0.6% -$2.3K 0.21% 102
2024
Q2 		$327K Buy
1,078
+12
+1% +$3.68K 0.19% 105
2024
Q1 		$370K Buy
1,066
+313
+42% +$114K 0.23% 100
2023
Q4 		$264K Buy
+753
New +$243K 0.19% 116

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Aviso Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,052 shares — an estimated $209K sold.

Aviso Wealth Management first reported a position in ACN in Q4 2023 and held it in 10 quarters. The position peaked at $404K in Q4 2024. 1,903 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Aviso Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 1,052 Accenture shares in Q2 2026, an estimated $209K.
  • Aviso Wealth Management first reported a position in Accenture in Q4 2023 and held it in 10 quarters.
  • Aviso Wealth Management's Accenture position peaked at $404K in Q4 2024.
  • 1,903 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.