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Cornerstone Wealth Group’s Accenture ACN Stock Holding History

Cornerstone Wealth Group’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 		$806K Sell
4,145
-320
-7% -$74.6K 0.05% 180
2025
Q4 		$1.2M Sell
4,465
-32,058
-88% -$8.14M 0.08% 140
2025
Q3 		$9.01M Buy
36,523
+1,751
+5% +$457K 0.61% 43
2025
Q2 		$10.4M Buy
34,772
+1,341
+4% +$408K 0.78% 32
2025
Q1 		$10.4M Buy
33,431
+15,062
+82% +$5.32M 0.86% 30
2024
Q4 		$6.46M Buy
18,369
+931
+5% +$335K 0.53% 47
2024
Q3 		$6.16M Buy
17,438
+15,151
+662% +$4.98M 0.51% 52
2024
Q2 		$694K Buy
2,287
+396
+21% +$121K 0.06% 143
2024
Q1 		$656K Buy
1,891
+213
+13% +$77.6K 0.06% 143
2023
Q4 		$589K Buy
1,678
+139
+9% +$44.8K 0.08% 99
2023
Q3 		$473K Buy
1,539
+23
+2% +$7.25K 0.08% 106
2023
Q2 		$468K Buy
1,516
+40
+3% +$11.6K 0.08% 109
2023
Q1 		$422K Sell
1,476
-37
-2% -$10.1K 0.08% 116
2022
Q4 		$404K Buy
1,513
+40
+3% +$11.1K 0.08% 103
2022
Q3 		$379K Sell
1,473
-4
-0.3% -$1.16K 0.08% 100
2022
Q2 		$410K Sell
1,477
-10
-0.7% -$3K 0.09% 100
2022
Q1 		$502K Sell
1,487
-10
-0.7% -$3.37K 0.09% 115
2021
Q4 		$621K Buy
1,497
+9
+0.6% +$3.28K 0.11% 110
2021
Q3 		$476K Buy
1,488
+43
+3% +$14K 0.08% 117
2021
Q2 		$447K Buy
1,445
+47
+3% +$13.5K 0.09% 113
2021
Q1 		$406K Buy
1,398
+88
+7% +$22.7K 0.08% 125
2020
Q4 		$342K Buy
1,310
+34
+3% +$8.15K 0.08% 125
2020
Q3 		$288K Buy
+1,276
New +$292K 0.08% 112

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

Cornerstone Wealth Group's ACN Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Accenture (ACN) stake by 7.2% in Q1 2026, selling an estimated $74.6K and leaving 4,145 shares worth $806K. The position accounts for 0.05% of the portfolio, ranked #180.

Cornerstone Wealth Group first reported a position in ACN in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q1 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Cornerstone Wealth Group held 4,145 shares of Accenture worth $806K as of Q1 2026.
  • Cornerstone Wealth Group sold 320 Accenture shares in Q1 2026, an estimated $74.6K.
  • Accenture made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #180 holding.
  • Cornerstone Wealth Group first reported a position in Accenture in Q3 2020 and has held it in 23 quarters since.
  • Cornerstone Wealth Group's Accenture position peaked at $10.4M in Q1 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.