IIWM
ACN icon

Investment Insight Wealth Management’s Accenture ACN Stock Holding History

Investment Insight Wealth 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 		$643K Buy
5,166
+279
+6% +$48.4K 0.56% 25
2026
Q1 		$969K Sell
4,887
-334
-6% -$77.8K 1.04% 17
2025
Q4 		$1.4M Buy
+5,221
New +$1.33M 1.38% 15

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

Investment Insight Wealth Management's ACN Position: Q2 2026 in Review

Investment Insight Wealth Management increased its Accenture (ACN) stake by 5.7% in Q2 2026, buying an estimated $48.4K and bringing the position to 5,166 shares worth $643K. The position accounts for 0.56% of the portfolio, ranked #25.

Investment Insight Wealth Management first reported a position in ACN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2025. 1,889 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Investment Insight Wealth Management held 5,166 shares of Accenture worth $643K as of Q2 2026.
  • Investment Insight Wealth Management bought 279 Accenture shares in Q2 2026, an estimated $48.4K.
  • Accenture made up 0.56% of Investment Insight Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Investment Insight Wealth Management first reported a position in Accenture in Q4 2025 and has held it in 3 quarters since.
  • Investment Insight Wealth Management's Accenture position peaked at $1.4M in Q4 2025.
  • 1,889 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.