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Burling Wealth Partners’s Accenture ACN Stock Holding History

Burling Wealth Partners’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 		– Sell
-1,252
Closed -$336K – 178
2025
Q4 		$336K Buy
+1,252
New +$318K 0.05% 153
2025
Q2 		– Sell
-773
Closed -$241K – 174
2025
Q1 		$241K Sell
773
-329
-30% -$116K 0.05% 152
2024
Q4 		$388K Buy
+1,102
New +$397K 0.08% 130

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Burling Wealth Partners's ACN Position: Q1 2026 in Review

Burling Wealth Partners sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,252 shares — an estimated $336K sold.

Burling Wealth Partners first reported a position in ACN in Q4 2024 and held it in 3 quarters. The position peaked at $388K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Burling Wealth Partners reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 1,252 Accenture shares in Q1 2026, an estimated $336K.
  • Burling Wealth Partners first reported a position in Accenture in Q4 2024 and held it in 3 quarters.
  • Burling Wealth Partners's Accenture position peaked at $388K in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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