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GeoWealth Management’s Accenture ACN Stock Holding History

GeoWealth Management’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 		$1.27M Buy
10,203
+2,791
+38% +$485K 0.04% 270
2026
Q1 		$1.47M Buy
7,412
+1,883
+34% +$439K 0.05% 211
2025
Q4 		$1.48M Sell
5,529
-346
-6% -$87.9K 0.05% 205
2025
Q3 		$1.45M Sell
5,875
-220
-4% -$57.4K 0.05% 230
2025
Q2 		$1.82M Buy
6,095
+486
+9% +$148K 0.07% 162
2025
Q1 		$1.75M Sell
5,609
-1,764
-24% -$623K 0.07% 163
2024
Q4 		$2.59M Buy
7,373
+210
+3% +$75.6K 0.08% 153
2024
Q3 		$2.53M Sell
7,163
-671
-9% -$221K 0.09% 162
2024
Q2 		$2.38M Sell
7,834
-88
-1% -$27K 0.1% 137
2024
Q1 		$2.75M Buy
7,922
+3,495
+79% +$1.27M 0.11% 145
2023
Q4 		$1.55M Buy
4,427
+4,108
+1,288% +$1.32M 0.13% 156
2023
Q3 		$99K Buy
319
+215
+207% +$67.7K 0.01% 333
2023
Q2 		$32K Sell
104
-6
-5% -$1.74K ﹤0.01% 346
2023
Q1 		$32K Buy
110
+18
+20% +$4.91K ﹤0.01% 298
2022
Q4 		$25K Sell
92
-104
-53% -$28.8K ﹤0.01% 306
2022
Q3 		$49K Buy
+196
New +$56.6K 0.01% 291

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

GeoWealth Management's ACN Position: Q2 2026 in Review

GeoWealth Management increased its Accenture (ACN) stake by 38% in Q2 2026, buying an estimated $485K and bringing the position to 10,203 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #270.

GeoWealth Management first reported a position in ACN in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.75M in Q1 2024. 1,905 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • GeoWealth Management held 10,203 shares of Accenture worth $1.27M as of Q2 2026.
  • GeoWealth Management bought 2,791 Accenture shares in Q2 2026, an estimated $485K.
  • Accenture made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #270 holding.
  • GeoWealth Management first reported a position in Accenture in Q3 2022 and has held it in 16 quarters since.
  • GeoWealth Management's Accenture position peaked at $2.75M in Q1 2024.
  • 1,905 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.