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Beverly Hills Private Wealth’s Accenture ACN Stock Holding History

Beverly Hills Private 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 		– Sell
-5,001
Closed -$992K – 256
2026
Q1 		$992K Buy
5,001
+703
+16% +$164K 0.17% 125
2025
Q4 		$1.15M Buy
4,298
+97
+2% +$24.6K 0.2% 118
2025
Q3 		$1.04M Sell
4,201
-919
-18% -$240K 0.18% 123
2025
Q2 		$1.53M Sell
5,120
-377
-7% -$115K 0.29% 93
2025
Q1 		$1.72M Sell
5,497
-198
-3% -$69.9K 0.34% 82
2024
Q4 		$2M Sell
5,695
-199
-3% -$71.6K 0.4% 71
2024
Q3 		$2.08M Sell
5,894
-916
-13% -$301K 0.42% 70
2024
Q2 		$2.07M Sell
6,810
-449
-6% -$138K 0.45% 61
2024
Q1 		$2.52M Sell
7,259
-550
-7% -$200K 0.58% 45
2023
Q4 		$2.74M Sell
7,809
-273
-3% -$88K 0.72% 29
2023
Q3 		$2.48M Sell
8,082
-8,286
-51% -$2.61M 0.74% 34
2023
Q2 		$5.11M Buy
16,368
+8,079
+97% +$2.35M 0.84% 30
2023
Q1 		$2.37M Buy
8,289
+1,168
+16% +$318K 0.73% 37
2022
Q4 		$1.9M Buy
+7,121
New +$1.97M 0.83% 36

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

Beverly Hills Private Wealth's ACN Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Accenture (ACN) in Q2 2026, closing a stake of 5,001 shares — an estimated $992K sold.

Beverly Hills Private Wealth first reported a position in ACN in Q4 2022 and held it in 14 quarters. The position peaked at $5.11M in Q2 2023. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 5,001 Accenture shares in Q2 2026, an estimated $992K.
  • Beverly Hills Private Wealth first reported a position in Accenture in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Accenture position peaked at $5.11M in Q2 2023.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.