CWM
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Consultiva Wealth Management’s Accenture ACN Stock Holding History

Consultiva 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
Q2 		$52K Hold
418
– – 0.12% 104
2026
Q1 		$82.9K Hold
418
– – 0.24% 65
2025
Q4 		$112K Sell
418
-105
-20% -$26.7K 0.31% 51
2025
Q3 		$129K Hold
523
– – 0.36% 44
2025
Q2 		$156K Hold
523
– – 0.48% 32
2025
Q1 		$163K Hold
523
– – 0.56% 27
2024
Q4 		$184K Buy
+523
New +$188K 0.92% 16

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

Consultiva Wealth Management's ACN Position: Q2 2026 in Review

Consultiva Wealth Management held its Accenture (ACN) position steady in Q2 2026 at 418 shares worth $52K. The position accounts for 0.12% of the portfolio, ranked #104.

Consultiva Wealth Management first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $184K in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Consultiva Wealth Management held 418 shares of Accenture worth $52K as of Q2 2026.
  • Consultiva Wealth Management left its Accenture share count unchanged in Q2 2026.
  • Accenture made up 0.12% of Consultiva Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Consultiva Wealth Management first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Accenture position peaked at $184K in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.