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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
Q2 		– Sell
-2,391
Closed -$474K – 368
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dynasty Wealth Management's ACN Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 2,391 shares — an estimated $474K sold.

Dynasty Wealth Management first reported a position in ACN in Q1 2024 and held it in 9 quarters. The position peaked at $5.73M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,391 Accenture shares in Q2 2026, an estimated $474K.
  • Dynasty Wealth Management first reported a position in Accenture in Q1 2024 and held it in 9 quarters.
  • Dynasty Wealth Management's Accenture position peaked at $5.73M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.