Center for Wealth Management Advisory’s Accenture ACN Stock Holding History

Center for Wealth Management Advisory’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	$1.4M	Buy	7,071 +237	+3%	+$55.2K	1.01%	35
2025 Q4	$1.83M	Buy	+6,834	New	+$1.74M	1.35%	16

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Center for Wealth Management Advisory's ACN Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Accenture (ACN) stake by 3.5% in Q1 2026, buying an estimated $55.2K and bringing the position to 7,071 shares worth $1.4M. The position accounts for 1.01% of the portfolio, ranked #35.

Center for Wealth Management Advisory first reported a position in ACN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.83M in Q4 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Center for Wealth Management Advisory held 7,071 shares of Accenture worth $1.4M as of Q1 2026.
Center for Wealth Management Advisory bought 237 Accenture shares in Q1 2026, an estimated $55.2K.
Accenture made up 1.01% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #35 holding.
Center for Wealth Management Advisory first reported a position in Accenture in Q4 2025 and has held it in 2 quarters since.
Center for Wealth Management Advisory's Accenture position peaked at $1.83M in Q4 2025.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.