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Fiduciary Wealth Partners’s Accenture ACN Stock Holding History

Fiduciary Wealth Partners’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
-1,041
Closed -$279K – 61
2025
Q4 		$279K Sell
1,041
-3
-0.3% -$762 0.11% 69
2025
Q3 		$257K Sell
1,044
-193
-16% -$50.3K 0.11% 74
2025
Q2 		$370K Buy
1,237
+1,092
+753% +$333K 0.35% 35
2025
Q1 		$45.2K Buy
+145
New +$51.2K 0.04% 57

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

Fiduciary Wealth Partners's ACN Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,041 shares — an estimated $279K sold.

Fiduciary Wealth Partners first reported a position in ACN in Q1 2025 and held it in 4 quarters. The position peaked at $370K in Q2 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 1,041 Accenture shares in Q1 2026, an estimated $279K.
  • Fiduciary Wealth Partners first reported a position in Accenture in Q1 2025 and held it in 4 quarters.
  • Fiduciary Wealth Partners's Accenture position peaked at $370K in Q2 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.