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Evergreen Wealth Solutions’s Accenture ACN Stock Holding History

Evergreen 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
Q1 		– Sell
-824
Closed -$221K – 407
2025
Q4 		$221K Buy
824
+1
+0.1% +$254 0.03% 201
2025
Q3 		$203K Buy
823
+109
+15% +$28.4K 0.11% 121
2025
Q2 		$213K Sell
714
-53
-7% -$16.1K 0.13% 107
2025
Q1 		$239K Sell
767
-202
-21% -$71.3K 0.16% 95
2024
Q4 		$341K Sell
969
-326
-25% -$117K 0.24% 72
2024
Q3 		$458K Sell
1,295
-515
-28% -$169K 0.31% 64
2024
Q2 		$549K Sell
1,810
-380
-17% -$116K 0.39% 55
2024
Q1 		$759K Sell
2,190
-591
-21% -$215K 0.56% 42
2023
Q4 		$976K Sell
2,781
-403
-13% -$130K 0.83% 30
2023
Q3 		$978K Sell
3,184
-316
-9% -$99.6K 0.99% 30
2023
Q2 		$1.08M Sell
3,500
-129
-4% -$37.5K 1.09% 29
2023
Q1 		$1.04M Sell
3,629
-45
-1% -$12.3K 1.2% 32
2022
Q4 		$980K Buy
3,674
+217
+6% +$60K 1.29% 29
2022
Q3 		$889K Sell
3,457
-183
-5% -$52.9K 1.26% 29
2022
Q2 		$1.01M Buy
3,640
+84
+2% +$25.2K 1.24% 28
2022
Q1 		$1.2M Buy
3,556
+9
+0.3% +$3.04K 1.16% 26
2021
Q4 		$1.47M Buy
+3,547
New +$1.29M 1.33% 18

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

Evergreen Wealth Solutions's ACN Position: Q1 2026 in Review

Evergreen Wealth Solutions sold out of Accenture (ACN) in Q1 2026, closing a stake of 824 shares — an estimated $221K sold.

Evergreen Wealth Solutions first reported a position in ACN in Q4 2021 and held it in 17 quarters. The position peaked at $1.47M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Evergreen Wealth Solutions reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 824 Accenture shares in Q1 2026, an estimated $221K.
  • Evergreen Wealth Solutions first reported a position in Accenture in Q4 2021 and held it in 17 quarters.
  • Evergreen Wealth Solutions's Accenture position peaked at $1.47M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.