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Confluence Wealth Services’s Accenture ACN Stock Holding History

Confluence Wealth Services’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 		$954K Buy
7,665
+2,183
+40% +$379K 0.03% 236
2026
Q1 		$1.09M Buy
5,482
+520
+10% +$121K 0.04% 181
2025
Q4 		$1.33M Sell
4,962
-260
-5% -$66.1K 0.06% 148
2025
Q3 		$1.29M Buy
5,222
+172
+3% +$44.8K 0.06% 151
2025
Q2 		$1.51M Buy
5,050
+98
+2% +$29.8K 0.08% 120
2025
Q1 		$1.43M Buy
4,952
+943
+24% +$333K 0.09% 112
2024
Q4 		$1.46M Buy
4,009
+547
+16% +$197K 0.09% 107
2024
Q3 		$1.22M Buy
3,462
+271
+8% +$89.1K 0.09% 120
2024
Q2 		$968K Buy
3,191
+903
+39% +$277K 0.08% 153
2024
Q1 		$793K Buy
2,288
+374
+20% +$136K 0.07% 158
2023
Q4 		$672K Buy
1,914
+1,111
+138% +$358K 0.07% 155
2023
Q3 		$247K Buy
+803
New +$253K 0.05% 232
2022
Q3 		– Sell
-810
Closed -$254K – 227
2022
Q2 		$254K Buy
810
+23
+3% +$6.91K 0.11% 219
2022
Q1 		$265K Buy
+787
New +$265K 0.1% 204

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Confluence Wealth Services's ACN Position: Q2 2026 in Review

Confluence Wealth Services increased its Accenture (ACN) stake by 40% in Q2 2026, buying an estimated $379K and bringing the position to 7,665 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #236.

Confluence Wealth Services first reported a position in ACN in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.51M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Confluence Wealth Services held 7,665 shares of Accenture worth $954K as of Q2 2026.
  • Confluence Wealth Services bought 2,183 Accenture shares in Q2 2026, an estimated $379K.
  • Accenture made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #236 holding.
  • Confluence Wealth Services first reported a position in Accenture in Q1 2022 and has held it in 14 quarters since.
  • Confluence Wealth Services's Accenture position peaked at $1.51M in Q2 2025.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.