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Dynasty Wealth Management’s Accenture ACN Stock Holding History

Dynasty 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 		$474K Sell
2,391
-830
-26% -$193K ﹤0.01% 241
2025
Q4 		$864K Buy
3,221
+145
+5% +$36.8K 0.01% 198
2025
Q3 		$759K Sell
3,076
-11,274
-79% -$2.94M 0.01% 185
2025
Q2 		$4.29M Buy
14,350
+402
+3% +$122K 0.07% 60
2025
Q1 		$4.35M Sell
13,948
-2,327
-14% -$822K 0.07% 64
2024
Q4 		$5.73M Buy
16,275
+818
+5% +$294K 0.1% 60
2024
Q3 		$5.46M Sell
15,457
-948
-6% -$312K 0.17% 44
2024
Q2 		$4.98M Sell
16,405
-101
-0.6% -$30.9K 0.15% 53
2024
Q1 		$5.72M Buy
+16,506
New +$6.02M 0.18% 40

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

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

Dynasty Wealth Management reduced its Accenture (ACN) stake by 26% in Q1 2026, selling an estimated $193K and leaving 2,391 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Dynasty Wealth Management first reported a position in ACN in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.73M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Dynasty Wealth Management held 2,391 shares of Accenture worth $474K as of Q1 2026.
  • Dynasty Wealth Management sold 830 Accenture shares in Q1 2026, an estimated $193K.
  • Accenture made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #241 holding.
  • Dynasty Wealth Management first reported a position in Accenture in Q1 2024 and has held it in 9 quarters since.
  • Dynasty Wealth Management's Accenture position peaked at $5.73M in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.