Gratus Wealth Advisors’s Accenture ACN Stock Holding History

Gratus 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 Q2	$268K	Sell	2,151 -48	-2%	-$8.33K	0.03%	122
2026 Q1	$436K	Sell	2,199 -15	-0.7%	-$3.5K	0.06%	100
2025 Q4	$594K	Sell	2,214 -878	-28%	-$223K	0.08%	79
2025 Q3	$762K	Sell	3,092 -79	-2%	-$20.6K	0.11%	73
2025 Q2	$948K	Sell	3,171 -163	-5%	-$49.6K	0.14%	62
2025 Q1	$1.04M	Sell	3,334 -148	-4%	-$52.3K	0.17%	53
2024 Q4	$1.22M	Sell	3,482 -1,263	-27%	-$455K	0.2%	48
2024 Q3	$1.69M	Sell	4,745 -115	-2%	-$37.8K	0.28%	39
2024 Q2	$1.6M	Sell	4,860 -40	-0.8%	-$12.3K	0.28%	40
2024 Q1	$1.55M	Sell	4,900 -12	-0.2%	-$4.37K	0.28%	40
2023 Q4	$1.72M	Buy	+4,912	New	+$1.58M	0.34%	38

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Gratus Wealth Advisors's ACN Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Accenture (ACN) stake by 2.2% in Q2 2026, selling an estimated $8.33K and leaving 2,151 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #122.

Gratus Wealth Advisors first reported a position in ACN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2023. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Gratus Wealth Advisors held 2,151 shares of Accenture worth $268K as of Q2 2026.
Gratus Wealth Advisors sold 48 Accenture shares in Q2 2026, an estimated $8.33K.
Accenture made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Gratus Wealth Advisors first reported a position in Accenture in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Accenture position peaked at $1.72M in Q4 2023.
1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.