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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
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 $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

GeoWealth Management's ACN Position: Q1 2026 in Review

GeoWealth Management increased its Accenture (ACN) stake by 34% in Q1 2026, buying an estimated $439K and bringing the position to 7,412 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #211.

GeoWealth Management first reported a position in ACN in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.75M in Q1 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • GeoWealth Management held 7,412 shares of Accenture worth $1.47M as of Q1 2026.
  • GeoWealth Management bought 1,883 Accenture shares in Q1 2026, an estimated $439K.
  • Accenture made up 0.05% of GeoWealth Management's portfolio in Q1 2026, its #211 holding.
  • GeoWealth Management first reported a position in Accenture in Q3 2022 and has held it in 15 quarters since.
  • GeoWealth Management's Accenture position peaked at $2.75M in Q1 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.