EW
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Evoke Wealth’s Accenture ACN Stock Holding History

Evoke Wealth’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 		$1.11M Sell
5,588
-1,289
-19% -$300K 0.02% 268
2025
Q4 		$1.85M Buy
6,877
+1,236
+22% +$314K 0.03% 191
2025
Q3 		$1.39M Sell
5,641
-83
-1% -$21.6K 0.03% 214
2025
Q2 		$1.71M Buy
5,724
+765
+15% +$233K 0.04% 178
2025
Q1 		$1.55M Sell
4,959
-129
-3% -$45.6K 0.04% 156
2024
Q4 		$1.79M Buy
5,088
+66
+1% +$23.8K 0.05% 139
2024
Q3 		$1.78M Buy
+5,022
New +$1.65M 0.05% 131
2024
Q2 		– Sell
-5,122
Closed -$1.78M – 109
2024
Q1 		$1.78M Buy
+5,122
New +$1.87M 0.05% 125
2023
Q4 		– Sell
-4,418
Closed -$1.36M – 97
2023
Q3 		$1.36M Sell
4,418
-1,492
-25% -$470K 0.05% 152
2023
Q2 		$1.82M Buy
5,910
+21
+0.4% +$6.1K 0.06% 114
2023
Q1 		$1.68M Sell
5,889
-292
-5% -$79.6K 0.06% 121
2022
Q4 		$1.65M Sell
6,181
-89
-1% -$24.6K 0.06% 123
2022
Q3 		$1.61M Buy
6,270
+914
+17% +$264K 0.07% 111
2022
Q2 		$1.49M Buy
5,356
+449
+9% +$135K 0.06% 125
2022
Q1 		$1.66M Buy
4,907
+37
+0.8% +$12.5K 0.05% 130
2021
Q4 		$2.02M Hold
4,870
– – 0.06% 127
2021
Q3 		$1.56M Sell
4,870
-54
-1% -$17.6K 0.06% 136
2021
Q2 		$1.45M Sell
4,924
-34
-0.7% -$9.73K 0.06% 138
2021
Q1 		$1.37M Buy
4,958
+95
+2% +$24.6K 0.06% 132
2020
Q4 		$1.27M Hold
4,863
– – 0.09% 74
2020
Q3 		$1.1M Sell
4,863
-9
-0.2% -$2.06K 0.09% 72
2020
Q2 		$1.05M Buy
4,872
+19
+0.4% +$3.59K 0.1% 59
2020
Q1 		$792K Sell
4,853
-782
-14% -$151K 0.11% 61
2019
Q4 		$1.19M Buy
5,635
+148
+3% +$28.8K 0.15% 61
2019
Q3 		$1.06M Buy
+5,487
New +$1.06M 0.13% 85

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

Evoke Wealth's ACN Position: Q1 2026 in Review

Evoke Wealth reduced its Accenture (ACN) stake by 19% in Q1 2026, selling an estimated $300K and leaving 5,588 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #268.

Evoke Wealth first reported a position in ACN in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.02M in Q4 2021. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Evoke Wealth held 5,588 shares of Accenture worth $1.11M as of Q1 2026.
  • Evoke Wealth sold 1,289 Accenture shares in Q1 2026, an estimated $300K.
  • Accenture made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #268 holding.
  • Evoke Wealth first reported a position in Accenture in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Accenture position peaked at $2.02M in Q4 2021.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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