EWM
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Endowment Wealth Management’s Accenture ACN Stock Holding History

Endowment 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
-998
Closed -$268K – 166
2025
Q4 		$268K Sell
998
-50
-5% -$12.7K 0.12% 115
2025
Q3 		$259K Sell
1,048
-177
-14% -$46.2K 0.12% 129
2025
Q2 		$366K Sell
1,225
-13
-1% -$3.96K 0.19% 91
2025
Q1 		$386K Buy
1,238
+92
+8% +$32.5K 0.25% 79
2024
Q4 		$403K Sell
1,146
-6
-0.5% -$2.16K 0.27% 75
2024
Q3 		$407K Sell
1,152
-5
-0.4% -$1.64K 0.27% 75
2024
Q2 		$351K Buy
1,157
+49
+4% +$15K 0.26% 80
2024
Q1 		$384K Sell
1,108
-34
-3% -$12.4K 0.29% 76
2023
Q4 		$401K Sell
1,142
-42
-4% -$13.5K 0.33% 69
2023
Q3 		$364K Sell
1,184
-43
-4% -$13.5K 0.33% 79
2023
Q2 		$379K Buy
1,227
+73
+6% +$21.2K 0.35% 76
2023
Q1 		$330K Buy
1,154
+22
+2% +$6K 0.33% 76
2022
Q4 		$302K Sell
1,132
-14
-1% -$3.87K 0.33% 73
2022
Q3 		$295K Buy
1,146
+146
+15% +$42.2K 0.36% 74
2022
Q2 		$278K Sell
1,000
-13
-1% -$3.91K 0.33% 78
2022
Q1 		$341K Buy
1,013
+123
+14% +$41.5K 0.36% 70
2021
Q4 		$369K Buy
+890
New +$324K 0.37% 55

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

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

Endowment Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 998 shares — an estimated $268K sold.

Endowment Wealth Management first reported a position in ACN in Q4 2021 and held it in 17 quarters. The position peaked at $407K in Q3 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Endowment Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Endowment Wealth Management sold 998 Accenture shares in Q1 2026, an estimated $268K.
  • Endowment Wealth Management first reported a position in Accenture in Q4 2021 and held it in 17 quarters.
  • Endowment Wealth Management's Accenture position peaked at $407K in Q3 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.