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Bernard Wealth Management’s Accenture ACN Stock Holding History

Bernard 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 		$9.91K Hold
50
– – ﹤0.01% 230
2025
Q4 		$13.4K Hold
50
– – 0.01% 207
2025
Q3 		$12.3K Hold
50
– – 0.01% 209
2025
Q2 		$14.9K Sell
50
-8
-14% -$2.44K 0.01% 196
2025
Q1 		$18.1K Buy
58
+8
+16% +$2.83K 0.01% 191
2024
Q4 		$17.6K Buy
+50
New +$18K 0.01% 188

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

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

Bernard Wealth Management held its Accenture (ACN) position steady in Q1 2026 at 50 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Bernard Wealth Management first reported a position in ACN in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.1K in Q1 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Bernard Wealth Management held 50 shares of Accenture worth $9.91K as of Q1 2026.
  • Bernard Wealth Management left its Accenture share count unchanged in Q1 2026.
  • Accenture made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #230 holding.
  • Bernard Wealth Management first reported a position in Accenture in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Accenture position peaked at $18.1K in Q1 2025.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.