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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
Q2 		$245K Buy
+1,375
New +$239K 0.01% 463
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 $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

Evergreen Wealth Solutions's ACN Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Accenture (ACN) in Q2 2026: 1,375 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in ACN as recently as Q4 2025.

Evergreen Wealth Solutions first reported a position in ACN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Evergreen Wealth Solutions held 1,375 shares of Accenture worth $245K as of Q2 2026.
  • Accenture was a new Evergreen Wealth Solutions position in Q2 2026.
  • Accenture made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #463 holding.
  • Evergreen Wealth Solutions first reported a position in Accenture in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's Accenture position peaked at $1.47M in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.