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Daymark Wealth Partners’s Accenture ACN Stock Holding History

Daymark 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 		$1.16M Sell
5,831
-223
-4% -$52K 0.04% 274
2025
Q4 		$1.62M Buy
6,054
+74
+1% +$18.8K 0.05% 219
2025
Q3 		$1.47M Sell
5,980
-426
-7% -$111K 0.05% 228
2025
Q2 		$1.91M Buy
6,406
+515
+9% +$157K 0.07% 183
2025
Q1 		$1.84M Buy
5,891
+41
+0.7% +$14.5K 0.08% 179
2024
Q4 		$2.06M Sell
5,850
-241
-4% -$86.8K 0.09% 165
2024
Q3 		$2.15M Sell
6,091
-327
-5% -$108K 0.09% 162
2024
Q2 		$1.95M Sell
6,418
-108
-2% -$33.1K 0.09% 160
2024
Q1 		$2.26M Sell
6,526
-31
-0.5% -$11.3K 0.12% 124
2023
Q4 		$2.3M Buy
6,557
+79
+1% +$25.5K 0.14% 116
2023
Q3 		$1.99M Buy
6,478
+1,489
+30% +$469K 0.14% 122
2023
Q2 		$1.54M Buy
4,989
+1,360
+37% +$395K 0.11% 135
2023
Q1 		$1.04M Buy
3,629
+1,473
+68% +$402K 0.14% 125
2022
Q4 		$575K Buy
+2,156
New +$596K 0.1% 136

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

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

Daymark Wealth Partners reduced its Accenture (ACN) stake by 3.7% in Q1 2026, selling an estimated $52K and leaving 5,831 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #274.

Daymark Wealth Partners first reported a position in ACN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q4 2023. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Daymark Wealth Partners held 5,831 shares of Accenture worth $1.16M as of Q1 2026.
  • Daymark Wealth Partners sold 223 Accenture shares in Q1 2026, an estimated $52K.
  • Accenture made up 0.04% of Daymark Wealth Partners's portfolio in Q1 2026, its #274 holding.
  • Daymark Wealth Partners first reported a position in Accenture in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Accenture position peaked at $2.3M in Q4 2023.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.