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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Accenture ACN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-15
Closed -$2.97K – 545
2026
Q1 		$2.97K Buy
+15
New +$3.5K ﹤0.01% 456
2025
Q4 		– Sell
-61
Closed -$15K – 538
2025
Q3 		$15K Buy
61
+56
+1,120% +$14.6K ﹤0.01% 375
2025
Q2 		$1.49K Buy
+5
New +$1.52K ﹤0.01% 444
2024
Q3 		– Sell
-40
Closed -$12.1K – 378
2024
Q2 		$12.1K Buy
+40
New +$12.3K 0.01% 275

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ACN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Accenture (ACN) in Q2 2026, closing a stake of 15 shares — an estimated $2.97K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ACN in Q2 2024 and held it in 4 quarters. The position peaked at $15K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 15 Accenture shares in Q2 2026, an estimated $2.97K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Accenture in Q2 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Accenture position peaked at $15K in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.