Discipline Wealth Solutions’s Accenture ACN Stock Holding History

Discipline Wealth Solutions’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 Q3	$212K	Buy	+1,156	New	+$195K	0.02%	193
2026 Q2	–	Sell	-1,261	Closed	-$250K	–	198
2026 Q1	$250K	Buy	1,261 +81	+7%	+$18.9K	0.03%	170
2025 Q4	$317K	Buy	1,180 +61	+5%	+$15.5K	0.06%	131
2025 Q3	$276K	Buy	1,119 +215	+24%	+$56.1K	0.07%	131
2025 Q2	$270K	Hold	904	–	–	0.1%	82
2025 Q1	$282K	Hold	904	–	–	0.13%	65
2024 Q4	$318K	Hold	904	–	–	0.15%	66
2024 Q3	$320K	Buy	+904	New	+$297K	0.17%	57

Other funds holding ACN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Discipline Wealth Solutions's ACN Position: Q3 2026 in Review

Discipline Wealth Solutions opened a new position in Accenture (ACN) in Q3 2026: 1,156 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Discipline Wealth Solutions previously reported a position in ACN as recently as Q1 2026.

Discipline Wealth Solutions first reported a position in ACN in Q3 2024 and has held it in 8 quarters since. The position peaked at $320K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Discipline Wealth Solutions held 1,156 shares of Accenture worth $212K as of Q3 2026.
Accenture was a new Discipline Wealth Solutions position in Q3 2026.
Accenture made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #193 holding.
Discipline Wealth Solutions first reported a position in Accenture in Q3 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's Accenture position peaked at $320K in Q3 2024.
1,552 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.