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Exencial Wealth Advisors’s Accenture ACN Stock Holding History

Exencial Wealth Advisors’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 		$8.28M Sell
41,781
-2,310
-5% -$538K 0.26% 98
2025
Q4 		$11.8M Buy
44,091
+38,548
+695% +$9.79M 0.37% 77
2025
Q3 		$1.37M Buy
5,543
+1,104
+25% +$288K 0.04% 250
2025
Q2 		$1.33M Sell
4,439
-365
-8% -$111K 0.05% 254
2025
Q1 		$1.5M Sell
4,804
-324
-6% -$114K 0.06% 241
2024
Q4 		$1.8M Sell
5,128
-481
-9% -$173K 0.07% 224
2024
Q3 		$1.98M Sell
5,609
-36,468
-87% -$12M 0.07% 215
2024
Q2 		$12.8M Sell
42,077
-4,714
-10% -$1.44M 0.48% 66
2024
Q1 		$16.2M Sell
46,791
-1,232
-3% -$449K 0.61% 49
2023
Q4 		$16.9M Sell
48,023
-15,497
-24% -$5M 0.69% 42
2023
Q3 		$19.5M Sell
63,520
-1,951
-3% -$615K 0.95% 22
2023
Q2 		$20.2M Buy
65,471
+1,408
+2% +$409K 0.93% 23
2023
Q1 		$18.3M Sell
64,063
-339
-0.5% -$92.4K 0.95% 26
2022
Q4 		$17.2M Buy
64,402
+636
+1% +$176K 0.92% 26
2022
Q3 		$16.4M Buy
63,766
+461
+0.7% +$133K 0.99% 23
2022
Q2 		$17.6M Buy
63,305
+2,039
+3% +$613K 0.99% 20
2022
Q1 		$20.7M Buy
61,266
+21,276
+53% +$7.18M 1.04% 16
2021
Q4 		$16.6M Sell
39,990
-10,916
-21% -$3.98M 0.8% 26
2021
Q3 		$16.3M Buy
50,906
+11,738
+30% +$3.82M 0.71% 22
2021
Q2 		$11.5M Buy
39,168
+1,122
+3% +$321K 0.62% 36
2021
Q1 		$10.5M Buy
38,046
+5,207
+16% +$1.35M 0.62% 36
2020
Q4 		$8.58M Sell
32,839
-3,496
-10% -$838K 0.59% 49
2020
Q3 		$8.21M Buy
36,335
+4,658
+15% +$1.07M 0.44% 67
2020
Q2 		$6.8M Buy
31,677
+7,222
+30% +$1.37M 0.59% 48
2020
Q1 		$3.99M Buy
24,455
+19,259
+371% +$3.71M 0.71% 45
2019
Q4 		$1.09M Sell
5,196
-136
-3% -$26.5K 0.19% 114
2019
Q3 		$1.03M Sell
5,332
-48
-0.9% -$9.29K 0.22% 104
2019
Q2 		$994K Hold
5,380
– – 0.23% 98
2019
Q1 		$947K Hold
5,380
– – 0.22% 104
2018
Q4 		$759K Buy
+5,380
New +$851K 0.2% 106

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

Exencial Wealth Advisors's ACN Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Accenture (ACN) stake by 5.2% in Q1 2026, selling an estimated $538K and leaving 41,781 shares worth $8.28M. The position accounts for 0.26% of the portfolio, ranked #98.

Exencial Wealth Advisors first reported a position in ACN in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.7M in Q1 2022. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Exencial Wealth Advisors held 41,781 shares of Accenture worth $8.28M as of Q1 2026.
  • Exencial Wealth Advisors sold 2,310 Accenture shares in Q1 2026, an estimated $538K.
  • Accenture made up 0.26% of Exencial Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Exencial Wealth Advisors first reported a position in Accenture in Q4 2018 and has held it in 30 quarters since.
  • Exencial Wealth Advisors's Accenture position peaked at $20.7M in Q1 2022.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.