Elmwood Wealth Management’s Accenture ACN Stock Holding History

Elmwood 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	-2,417	Closed	-$649K	–	179
2025 Q4	$649K	Buy	2,417 +133	+6%	+$33.8K	0.2%	103
2025 Q3	$563K	Buy	2,284 +245	+12%	+$63.9K	0.2%	98
2025 Q2	$609K	Sell	2,039 -3	-0.1%	-$914	0.24%	88
2025 Q1	$637K	Sell	2,042 -20	-1%	-$7.06K	0.26%	86
2024 Q4	$725K	Buy	2,062 +15	+0.7%	+$5.4K	0.29%	88
2024 Q3	$724K	Buy	2,047 +91	+5%	+$29.9K	0.3%	89
2024 Q2	$593K	Buy	+1,956	New	+$599K	0.26%	89
2022 Q1	–	Sell	-385	Closed	-$160K	–	115
2021 Q4	$160K	Buy	+385	New	+$140K	0.08%	124
2021 Q2	$113K	Hold	385	–	–	0.06%	131
2021 Q1	$106K	Buy	+385	New	+$99.5K	0.06%	127
2020 Q3	$83K	Hold	388	–	–	0.07%	110
2020 Q2	$83K	Buy	388 +3	+0.8%	+$567	0.07%	110
2020 Q1	$59.1K	Buy	+385	New	+$74.2K	0.06%	119
2019 Q4	–	Sell	-385	Closed	-$74K	–	89
2019 Q3	$74K	Hold	385	–	–	0.07%	102
2019 Q2	$71K	Hold	385	–	–	0.06%	116
2019 Q1	$68K	Hold	385	–	–	0.06%	112
2018 Q4	$54K	Hold	385	–	–	0.05%	124
2018 Q3	$65.5K	Hold	385	–	–	0.05%	127
2018 Q2	$63K	Hold	385	–	–	0.06%	120
2018 Q1	$59.1K	Buy	+385	New	+$61K	0.06%	119

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 2,417 shares — an estimated $649K sold.

Elmwood Wealth Management first reported a position in ACN in Q1 2018 and held it in 20 quarters. The position peaked at $725K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Elmwood Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Elmwood Wealth Management sold 2,417 Accenture shares in Q1 2026, an estimated $649K.
Elmwood Wealth Management first reported a position in Accenture in Q1 2018 and held it in 20 quarters.
Elmwood Wealth Management's Accenture position peaked at $725K in Q4 2024.
2,164 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.