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Daner Wealth Management’s Accenture ACN Stock Holding History

Daner 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 		– Sell
-1,007
Closed -$243K – 89
2025
Q4 		$243K Hold
1,007
– – 0.15% 82
2025
Q3 		$240K Hold
1,007
– – 0.16% 81
2025
Q2 		$240K Buy
+1,007
New +$307K 0.17% 63
2024
Q4 		$407K Buy
+1,070
New +$385K 0.3% 35

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

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

Daner Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,007 shares — an estimated $243K sold.

Daner Wealth Management first reported a position in ACN in Q4 2024 and held it in 4 quarters. The position peaked at $407K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Daner Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Daner Wealth Management sold 1,007 Accenture shares in Q1 2026, an estimated $243K.
  • Daner Wealth Management first reported a position in Accenture in Q4 2024 and held it in 4 quarters.
  • Daner Wealth Management's Accenture position peaked at $407K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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