JWM
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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
Q2 		$27.6K Sell
222
-23
-9% -$3.99K 0.01% 371
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
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

JPL Wealth Management's ACN Position: Q2 2026 in Review

JPL Wealth Management reduced its Accenture (ACN) stake by 9.4% in Q2 2026, selling an estimated $3.99K and leaving 222 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #371.

JPL Wealth Management first reported a position in ACN in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.7M in Q4 2024. 1,896 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • JPL Wealth Management held 222 shares of Accenture worth $27.6K as of Q2 2026.
  • JPL Wealth Management sold 23 Accenture shares in Q2 2026, an estimated $3.99K.
  • Accenture made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #371 holding.
  • JPL Wealth Management first reported a position in Accenture in Q4 2023 and has held it in 8 quarters since.
  • JPL Wealth Management's Accenture position peaked at $3.7M in Q4 2024.
  • 1,896 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.