Integrated Wealth Concepts’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.2M | Buy |
16,119
+1,075
| +7% | +$250K | 0.03% | 583 |
|
|
2025
Q4 | $4.04M | Sell |
15,044
-712
| -5% | -$181K | 0.05% | 343 |
|
|
2025
Q3 | $3.89M | Sell |
15,756
-44
| -0.3% | -$11.5K | 0.03% | 451 |
|
|
2025
Q2 | $4.72M | Buy |
15,800
+643
| +4% | +$196K | 0.05% | 350 |
|
|
2025
Q1 | $4.73M | Buy |
15,157
+283
| +2% | +$99.9K | 0.06% | 323 |
|
|
2024
Q4 | $5.23M | Buy |
14,874
+4,065
| +38% | +$1.46M | 0.06% | 288 |
|
|
2024
Q3 | $3.82M | Sell |
10,809
-980
| -8% | -$322K | 0.05% | 348 |
|
|
2024
Q2 | $3.58M | Sell |
11,789
-2,310
| -16% | -$708K | 0.05% | 341 |
|
|
2024
Q1 | $4.89M | Buy |
14,099
+1,199
| +9% | +$437K | 0.07% | 272 |
|
|
2023
Q4 | $4.53M | Sell |
12,900
-72
| -0.6% | -$23.2K | 0.07% | 253 |
|
|
2023
Q3 | $3.98M | Buy |
12,972
+496
| +4% | +$156K | 0.07% | 266 |
|
|
2023
Q2 | $3.85M | Buy |
12,476
+3,831
| +44% | +$1.11M | 0.07% | 280 |
|
|
2023
Q1 | $2.47M | Sell |
8,645
-6,361
| -42% | -$1.73M | 0.05% | 338 |
|
|
2022
Q4 | $4M | Buy |
15,006
+248
| +2% | +$68.6K | 0.11% | 186 |
|
|
2022
Q3 | $3.8M | Sell |
14,758
-237
| -2% | -$68.5K | 0.12% | 170 |
|
|
2022
Q2 | $4.16M | Buy |
14,995
+407
| +3% | +$122K | 0.13% | 157 |
|
|
2022
Q1 | $4.92M | Buy |
14,588
+1,064
| +8% | +$359K | 0.15% | 130 |
|
|
2021
Q4 | $5.61M | Buy |
13,524
+1,366
| +11% | +$498K | 0.17% | 110 |
|
|
2021
Q3 | $3.89M | Buy |
12,158
+1,259
| +12% | +$410K | 0.13% | 143 |
|
|
2021
Q2 | $3.21M | Buy |
10,899
+297
| +3% | +$85K | 0.11% | 157 |
|
|
2021
Q1 | $2.93M | Buy |
10,602
+5,034
| +90% | +$1.3M | 0.12% | 141 |
|
|
2020
Q4 | $1.46M | Sell |
5,568
-2,557
| -31% | -$613K | 0.07% | 191 |
|
|
2020
Q3 | $1.84M | Buy |
8,125
+3,170
| +64% | +$726K | 0.11% | 138 |
|
|
2020
Q2 | $1.06M | Buy |
4,955
+320
| +7% | +$60.5K | 0.08% | 168 |
|
|
2020
Q1 | $757K | Buy |
4,635
+1,772
| +62% | +$341K | 0.07% | 167 |
|
|
2019
Q4 | $603K | Buy |
2,863
+212
| +8% | +$41.3K | 0.05% | 237 |
|
|
2019
Q3 | $510K | Buy |
2,651
+85
| +3% | +$16.4K | 0.06% | 201 |
|
|
2019
Q2 | $467K | Buy |
2,566
+868
| +51% | +$156K | 0.06% | 189 |
|
|
2019
Q1 | $299K | Buy |
1,698
+91
| +6% | +$14.3K | 0.05% | 241 |
|
|
2018
Q4 | $227K | Sell |
1,607
-64
| -4% | -$10.1K | 0.06% | 234 |
|
|
2018
Q3 | $290K | Buy |
1,671
+27
| +2% | +$4.49K | 0.09% | 178 |
|
|
2018
Q2 | $268K | Buy |
1,644
+51
| +3% | +$7.93K | 0.09% | 174 |
|
|
2018
Q1 | $236K | Buy |
1,593
+152
| +11% | +$24.1K | 0.09% | 168 |
|
|
2017
Q4 | $229K | Buy |
+1,441
| New | +$209K | 0.1% | 167 |
|
Other funds holding ACN
VCM
VPM
Integrated Wealth Concepts's ACN Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Accenture (ACN) stake by 7.1% in Q1 2026, buying an estimated $250K and bringing the position to 16,119 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #583.
Integrated Wealth Concepts first reported a position in ACN in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.61M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Integrated Wealth Concepts held 16,119 shares of Accenture worth $3.2M as of Q1 2026.
- Integrated Wealth Concepts bought 1,075 Accenture shares in Q1 2026, an estimated $250K.
- Accenture made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #583 holding.
- Integrated Wealth Concepts first reported a position in Accenture in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's Accenture position peaked at $5.61M in Q4 2021.
- 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.