Conscious Wealth Investments’s Accenture ACN Stock Holding History

Conscious Wealth Investments’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	–	Sell	-8,986	Closed	-$2.1M	–	60
2025 Q4	$2.1M	Sell	8,986 -2,898	-24%	-$736K	1.26%	33
2025 Q3	$2.97M	Buy	11,884 +1,608	+16%	+$419K	1.76%	27
2025 Q2	$2.87M	Buy	10,276 +65	+0.6%	+$19.8K	1.83%	30
2025 Q1	$3.14M	Buy	10,211 +2,266	+29%	+$800K	2.18%	27
2024 Q4	$2.8M	Buy	7,945 +201	+3%	+$72.4K	1.9%	28
2024 Q3	$2.87M	Buy	7,744 +31	+0.4%	+$10.2K	1.97%	30
2024 Q2	$2.55M	Buy	7,713 +25	+0.3%	+$7.66K	1.83%	33
2024 Q1	$2.41M	Buy	7,688 +109	+1%	+$39.7K	1.83%	32
2023 Q4	$2.82M	Buy	+7,579	New	+$2.44M	2.25%	13

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

Conscious Wealth Investments's ACN Position: Q1 2026 in Review

Conscious Wealth Investments sold out of Accenture (ACN) in Q1 2026, closing a stake of 8,986 shares — an estimated $2.1M sold.

Conscious Wealth Investments first reported a position in ACN in Q4 2023 and held it in 9 quarters. The position peaked at $3.14M in Q1 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Conscious Wealth Investments reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Conscious Wealth Investments sold 8,986 Accenture shares in Q1 2026, an estimated $2.1M.
Conscious Wealth Investments first reported a position in Accenture in Q4 2023 and held it in 9 quarters.
Conscious Wealth Investments's Accenture position peaked at $3.14M in Q1 2025.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.