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Cerro Pacific Wealth Advisors’s Accenture ACN Stock Holding History

Cerro Pacific Wealth Advisors’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
-1,390
Closed -$276K – 166
2026
Q1 		$276K Sell
1,390
-468
-25% -$109K 0.07% 135
2025
Q4 		$498K Sell
1,858
-170
-8% -$43.2K 0.13% 102
2025
Q3 		$500K Sell
2,028
-130
-6% -$33.9K 0.14% 104
2025
Q2 		$645K Sell
2,158
-822
-28% -$250K 0.18% 99
2025
Q1 		$1.05M Sell
2,980
-175
-6% -$61.8K 0.34% 62
2024
Q4 		$1.12M Buy
3,155
+96
+3% +$34.6K 0.37% 61
2024
Q3 		$928K Hold
3,059
– – 0.35% 66
2024
Q2 		$928K Buy
+3,059
New +$937K 0.35% 67
2023
Q1 		$941K Sell
3,293
-964
-23% -$263K 0.52% 54
2022
Q4 		$1.14M Buy
4,257
+139
+3% +$38.4K 0.6% 44
2022
Q3 		$1.06M Buy
4,118
+17
+0.4% +$4.91K 0.64% 42
2022
Q2 		$1.14M Sell
4,101
-1,186
-22% -$356K 0.71% 30
2022
Q1 		$1.78M Buy
5,287
+105
+2% +$35.4K 1.09% 18
2021
Q4 		$2.15M Buy
5,182
+107
+2% +$39K 1.36% 15
2021
Q3 		$1.62M Buy
5,075
+224
+5% +$72.9K 1.17% 19
2021
Q2 		$1.43M Buy
+4,851
New +$1.39M 1.06% 20
2020
Q4 		$1.38M Buy
+5,297
New +$1.27M 0.83% 32

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

Cerro Pacific Wealth Advisors's ACN Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,390 shares — an estimated $276K sold.

Cerro Pacific Wealth Advisors first reported a position in ACN in Q4 2020 and held it in 17 quarters. The position peaked at $2.15M in Q4 2021. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Cerro Pacific Wealth Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 1,390 Accenture shares in Q2 2026, an estimated $276K.
  • Cerro Pacific Wealth Advisors first reported a position in Accenture in Q4 2020 and held it in 17 quarters.
  • Cerro Pacific Wealth Advisors's Accenture position peaked at $2.15M in Q4 2021.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.