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Core Wealth Partners’s Accenture ACN Stock Holding History

Core 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
Q1 		– Sell
-800
Closed -$215K – 181
2025
Q4 		$215K Sell
800
-90
-10% -$22.9K 0.1% 160
2025
Q3 		$219K Buy
890
+20
+2% +$5.21K 0.1% 156
2025
Q2 		$260K Buy
870
+25
+3% +$7.61K 0.13% 138
2025
Q1 		$264K Buy
845
+45
+6% +$15.9K 0.15% 134
2024
Q4 		$281K Hold
800
– – 0.16% 128
2024
Q3 		$283K Sell
800
-27
-3% -$8.88K 0.17% 121
2024
Q2 		$251K Sell
827
-39
-5% -$11.9K 0.17% 119
2024
Q1 		$300K Hold
866
– – 0.23% 87
2023
Q4 		$304K Hold
866
– – 0.25% 80
2023
Q3 		$266K Hold
866
– – 0.24% 82
2023
Q2 		$267K Hold
866
– – 0.25% 80
2023
Q1 		$248K Sell
866
-10,929
-93% -$2.98M 0.25% 75
2022
Q4 		$197K Buy
+11,795
New +$3.26M 0.22% 103

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

Core Wealth Partners's ACN Position: Q1 2026 in Review

Core Wealth Partners sold out of Accenture (ACN) in Q1 2026, closing a stake of 800 shares — an estimated $215K sold.

Core Wealth Partners first reported a position in ACN in Q4 2022 and held it in 13 quarters. The position peaked at $304K in Q4 2023. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Core Wealth Partners reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Core Wealth Partners sold 800 Accenture shares in Q1 2026, an estimated $215K.
  • Core Wealth Partners first reported a position in Accenture in Q4 2022 and held it in 13 quarters.
  • Core Wealth Partners's Accenture position peaked at $304K in Q4 2023.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Core Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.