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Cherry Tree Wealth Management’s Accenture ACN Stock Holding History

Cherry Tree 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 		$50.1K Hold
253
– – 0.01% 267
2025
Q4 		$67.7K Buy
253
+225
+804% +$57.2K 0.01% 248
2025
Q3 		$6.78K Hold
28
– – ﹤0.01% 444
2025
Q2 		$8.22K Hold
28
– – ﹤0.01% 432
2025
Q1 		$8.58K Hold
28
– – ﹤0.01% 451
2024
Q4 		$9.68K Hold
28
– – ﹤0.01% 420
2024
Q3 		$9.72K Hold
28
– – ﹤0.01% 423
2024
Q2 		$8.34K Sell
28
-7
-20% -$2.14K ﹤0.01% 415
2024
Q1 		$12K Sell
35
-5
-13% -$1.82K ﹤0.01% 361
2023
Q4 		$13.9K Hold
40
– – ﹤0.01% 333
2023
Q3 		$12.1K Buy
40
+25
+167% +$7.88K ﹤0.01% 328
2023
Q2 		$4.47K Buy
+15
New +$4.36K ﹤0.01% 416

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

Cherry Tree Wealth Management's ACN Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Accenture (ACN) position steady in Q1 2026 at 253 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #267.

Cherry Tree Wealth Management first reported a position in ACN in Q2 2023 and has held it in 12 quarters since. The position peaked at $67.7K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Cherry Tree Wealth Management held 253 shares of Accenture worth $50.1K as of Q1 2026.
  • Cherry Tree Wealth Management left its Accenture share count unchanged in Q1 2026.
  • Accenture made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Cherry Tree Wealth Management first reported a position in Accenture in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Accenture position peaked at $67.7K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.