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
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 $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

Aviso Wealth Management's ACN Position: Q1 2026 in Review

Aviso Wealth Management reduced its Accenture (ACN) stake by 9.9% in Q1 2026, selling an estimated $27K and leaving 1,052 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #137.

Aviso Wealth Management first reported a position in ACN in Q4 2023 and has held it in 10 quarters since. The position peaked at $404K in Q4 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Aviso Wealth Management held 1,052 shares of Accenture worth $209K as of Q1 2026.
  • Aviso Wealth Management sold 116 Accenture shares in Q1 2026, an estimated $27K.
  • Accenture made up 0.09% of Aviso Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Aviso Wealth Management first reported a position in Accenture in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Accenture position peaked at $404K in Q4 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.