CWM
ACN icon

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
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 $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

Consultiva Wealth Management's ACN Position: Q1 2026 in Review

Consultiva Wealth Management held its Accenture (ACN) position steady in Q1 2026 at 418 shares worth $82.9K. The position accounts for 0.24% of the portfolio, ranked #65.

Consultiva Wealth Management first reported a position in ACN in Q4 2024 and has held it in 6 quarters since. The position peaked at $184K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Consultiva Wealth Management held 418 shares of Accenture worth $82.9K as of Q1 2026.
  • Consultiva Wealth Management left its Accenture share count unchanged in Q1 2026.
  • Accenture made up 0.24% of Consultiva Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Consultiva Wealth Management first reported a position in Accenture in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Accenture position peaked at $184K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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