JPL Wealth Management’s Accenture ACN Stock Holding History

JPL 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 Q1	$48.6K	Buy	+245	New	+$57.1K	0.01%	247
2025 Q4	–	Sell	-235	Closed	-$58K	–	125
2025 Q3	$58K	Buy	+235	New	+$61.3K	0.01%	234
2025 Q2	–	Sell	-10,881	Closed	-$3.4M	–	113
2025 Q1	$3.4M	Buy	10,881 +353	+3%	+$125K	0.97%	47
2024 Q4	$3.7M	Buy	+10,528	New	+$3.79M	1.06%	32
2024 Q2	$2.11M	Buy	6,959 +675	+11%	+$207K	1.03%	46
2024 Q1	$2.18M	Buy	6,284 +1,614	+35%	+$588K	1.2%	35
2023 Q4	$1.64M	Buy	+4,670	New	+$1.51M	1.18%	31

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

JPL Wealth Management's ACN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Accenture (ACN) in Q1 2026: 245 shares worth $48.6K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ACN as recently as Q3 2025.

JPL Wealth Management first reported a position in ACN in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.7M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

JPL Wealth Management held 245 shares of Accenture worth $48.6K as of Q1 2026.
Accenture was a new JPL Wealth Management position in Q1 2026.
Accenture made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #247 holding.
JPL Wealth Management first reported a position in Accenture in Q4 2023 and has held it in 7 quarters since.
JPL Wealth Management's Accenture position peaked at $3.7M in Q4 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.