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Concord Wealth Partners’s Accenture ACN Stock Holding History

Concord 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
Q2 		$14.4K Buy
+116
New +$20.1K ﹤0.01% 524
2026
Q1 		– Sell
-613
Closed -$164K – 211
2025
Q4 		$164K Sell
613
-15
-2% -$3.81K 0.02% 210
2025
Q3 		$155K Sell
628
-57
-8% -$14.9K 0.02% 217
2025
Q2 		$205K Buy
685
+30
+5% +$9.14K 0.03% 199
2025
Q1 		$204K Sell
655
-67
-9% -$23.7K 0.03% 191
2024
Q4 		$254K Sell
722
-11
-2% -$3.96K 0.04% 183
2024
Q3 		$259K Buy
733
+6
+0.8% +$1.97K 0.04% 186
2024
Q2 		$221K Sell
727
-43
-6% -$13.2K 0.04% 190
2024
Q1 		$267K Sell
770
-26
-3% -$9.48K 0.05% 181
2023
Q4 		$279K Sell
796
-1,039
-57% -$335K 0.06% 167
2023
Q3 		$564K Buy
1,835
+976
+114% +$308K 0.12% 118
2023
Q2 		$265K Buy
859
+689
+405% +$200K 0.06% 165
2023
Q1 		$48.5K Sell
170
-725
-81% -$198K 0.01% 351
2022
Q4 		$239K Sell
895
-945
-51% -$261K 0.07% 146
2022
Q3 		$473K Sell
1,840
-198
-10% -$57.2K 0.15% 91
2022
Q2 		$566K Sell
2,038
-25
-1% -$7.51K 0.16% 91
2022
Q1 		$696K Buy
2,063
+221
+12% +$74.5K 0.18% 78
2021
Q4 		$764K Buy
1,842
+1,162
+171% +$424K 0.19% 66
2021
Q3 		$218K Sell
680
-930
-58% -$303K 0.09% 84
2021
Q2 		$475K Buy
1,610
+112
+7% +$32.1K 0.14% 69
2021
Q1 		$414K Buy
1,498
+1,485
+11,423% +$384K 0.14% 76
2020
Q4 		$3K Buy
+13
New +$3.12K ﹤0.01% 453

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

Concord Wealth Partners's ACN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Accenture (ACN) in Q2 2026: 116 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ACN as recently as Q4 2025.

Concord Wealth Partners first reported a position in ACN in Q4 2020 and has held it in 22 quarters since. The position peaked at $764K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Concord Wealth Partners held 116 shares of Accenture worth $14.4K as of Q2 2026.
  • Accenture was a new Concord Wealth Partners position in Q2 2026.
  • Accenture made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #524 holding.
  • Concord Wealth Partners first reported a position in Accenture in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Accenture position peaked at $764K in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.