Broadway Wealth Solutions
ACN icon

Broadway Wealth Solutions’s Accenture ACN Stock Holding History

Broadway Wealth Solutions’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
Q3 		$382K Sell
2,081
-746
-26% -$126K 0.17% 51
2026
Q2 		$352K Buy
2,827
+363
+15% +$63K 0.16% 54
2026
Q1 		$489K Buy
2,464
+1,222
+98% +$285K 0.25% 35
2025
Q4 		$333K Buy
1,242
+79
+7% +$20.1K 0.18% 58
2025
Q3 		$287K Buy
1,163
+177
+18% +$46.2K 0.16% 75
2025
Q2 		$295K Buy
986
+116
+13% +$35.3K 0.18% 62
2025
Q1 		$272K Sell
870
-25
-3% -$8.83K 0.2% 64
2024
Q4 		$315K Buy
+895
New +$322K 0.24% 50

Other funds holding ACN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Broadway Wealth Solutions's ACN Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Accenture (ACN) stake by 26% in Q3 2026, selling an estimated $126K and leaving 2,081 shares worth $382K. The position accounts for 0.17% of the portfolio, ranked #51.

Broadway Wealth Solutions first reported a position in ACN in Q4 2024 and has held it in 8 quarters since. The position peaked at $489K in Q1 2026. 1,357 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Broadway Wealth Solutions held 2,081 shares of Accenture worth $382K as of Q3 2026.
  • Broadway Wealth Solutions sold 746 Accenture shares in Q3 2026, an estimated $126K.
  • Accenture made up 0.17% of Broadway Wealth Solutions's portfolio in Q3 2026, its #51 holding.
  • Broadway Wealth Solutions first reported a position in Accenture in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Accenture position peaked at $489K in Q1 2026.
  • 1,357 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.