Icon Wealth Advisors’s Accenture ACN Stock Holding History

Icon 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 Q1	$30.9M	Sell	171,316 -5,235	-3%	-$1.22M	2.01%	12
2025 Q4	$47.4M	Sell	176,551 -5,471	-3%	-$1.39M	3.16%	6
2025 Q3	$44.9M	Sell	182,022 -2,130	-1%	-$555K	3.04%	5
2025 Q2	$55M	Buy	184,152 +3,324	+2%	+$1.01M	3.92%	2
2025 Q1	$56.4M	Sell	180,828 -6,216	-3%	-$2.2M	4.64%	2
2024 Q4	$65.8M	Sell	187,044 -10,011	-5%	-$3.6M	5.41%	2
2024 Q3	$69.7M	Sell	197,055 -13,263	-6%	-$4.36M	5.8%	2
2024 Q2	$69.5M	Buy	210,318 +21,114	+11%	+$6.47M	6.19%	2
2024 Q1	$65.6M	Sell	189,204 -1,405	-0.7%	-$512K	6.09%	2
2023 Q4	$66.9M	Buy	+190,609	New	+$61.4M	6.96%	2
2022 Q4	$56.3M	Buy	210,832 +6,408	+3%	+$1.77M	6.47%	2
2022 Q3	$52.6M	Buy	+204,424	New	+$59.1M	6.39%	2

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's ACN Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Accenture (ACN) stake by 3% in Q1 2026, selling an estimated $1.22M and leaving 171,316 shares worth $30.9M. The position accounts for 2.01% of the portfolio, ranked #12.

Icon Wealth Advisors first reported a position in ACN in Q3 2022 and has held it in 12 quarters since. The position peaked at $69.7M in Q3 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Icon Wealth Advisors held 171,316 shares of Accenture worth $30.9M as of Q1 2026.
Icon Wealth Advisors sold 5,235 Accenture shares in Q1 2026, an estimated $1.22M.
Accenture made up 2.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Icon Wealth Advisors first reported a position in Accenture in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Accenture position peaked at $69.7M in Q3 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.