CCWM
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Cassaday & Co Wealth Management’s Accenture ACN Stock Holding History

Cassaday & Co 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 		$542K Sell
2,733
-355
-11% -$82.7K 0.01% 205
2025
Q4 		$829K Sell
3,088
-220
-7% -$55.9K 0.02% 155
2025
Q3 		$816K Buy
3,308
+252
+8% +$65.7K 0.02% 154
2025
Q2 		$913K Buy
3,056
+213
+7% +$64.9K 0.02% 139
2025
Q1 		$887K Sell
2,843
-502
-15% -$177K 0.02% 132
2024
Q4 		$1.18M Hold
3,345
– – 0.03% 103
2024
Q3 		$1.18M Buy
3,345
+20
+0.6% +$6.58K 0.03% 98
2024
Q2 		$1.01M Sell
3,325
-515
-13% -$158K 0.03% 100
2024
Q1 		$1.33M Sell
3,840
-185
-5% -$67.4K 0.04% 84
2023
Q4 		$1.41M Buy
4,025
+1,089
+37% +$351K 0.05% 77
2023
Q3 		$902K Buy
2,936
+77
+3% +$24.3K 0.04% 92
2023
Q2 		$882K Sell
2,859
-163
-5% -$47.4K 0.04% 103
2023
Q1 		$864K Buy
3,022
+15
+0.5% +$4.09K 0.04% 109
2022
Q4 		$802K Buy
+3,007
New +$832K 0.04% 112

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

Cassaday & Co Wealth Management's ACN Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Accenture (ACN) stake by 11% in Q1 2026, selling an estimated $82.7K and leaving 2,733 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #205.

Cassaday & Co Wealth Management first reported a position in ACN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.41M in Q4 2023. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,733 shares of Accenture worth $542K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 355 Accenture shares in Q1 2026, an estimated $82.7K.
  • Accenture made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Cassaday & Co Wealth Management first reported a position in Accenture in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's Accenture position peaked at $1.41M in Q4 2023.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.