KPWS
ACN icon

Kestra Private Wealth Services’s Accenture ACN Stock Holding History

Kestra Private Wealth Services’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 		$8.7M Buy
43,880
+215
+0.5% +$50.1K 0.11% 217
2025
Q4 		$11.7M Sell
43,665
-1,213
-3% -$308K 0.15% 153
2025
Q3 		$11.1M Buy
44,878
+393
+0.9% +$102K 0.14% 159
2025
Q2 		$13.3M Buy
44,485
+1,483
+3% +$452K 0.19% 119
2025
Q1 		$13.4M Buy
43,002
+248
+0.6% +$87.6K 0.22% 95
2024
Q4 		$15M Sell
42,754
-587
-1% -$211K 0.26% 84
2024
Q3 		$15.3M Sell
43,341
-84
-0.2% -$27.6K 0.28% 73
2024
Q2 		$13.2M Sell
43,425
-309
-0.7% -$94.7K 0.26% 83
2024
Q1 		$15.2M Sell
43,734
-527
-1% -$192K 0.34% 66
2023
Q4 		$15.5M Buy
44,261
+7,889
+22% +$2.54M 0.4% 57
2023
Q3 		$11.2M Buy
36,372
+5,330
+17% +$1.68M 0.35% 66
2023
Q2 		$9.58M Buy
31,042
+3,454
+13% +$1M 0.33% 73
2023
Q1 		$7.88M Buy
27,588
+6,087
+28% +$1.66M 0.31% 83
2022
Q4 		$5.74M Sell
21,501
-1,868
-8% -$517K 0.29% 95
2022
Q3 		$6.01M Buy
23,369
+3,315
+17% +$958K 0.35% 72
2022
Q2 		$5.57M Buy
20,054
+10,916
+119% +$3.28M 0.32% 79
2022
Q1 		$3.08M Sell
9,138
-153
-2% -$51.6K 0.15% 154
2021
Q4 		$3.85M Sell
9,291
-1,213
-12% -$442K 0.18% 128
2021
Q3 		$3.36M Sell
10,504
-294
-3% -$95.6K 0.19% 133
2021
Q2 		$3.18M Buy
10,798
+33
+0.3% +$9.45K 0.19% 126
2021
Q1 		$2.97M Buy
10,765
+538
+5% +$139K 0.21% 119
2020
Q4 		$2.63M Buy
10,227
+786
+8% +$188K 0.19% 128
2020
Q3 		$2.13M Buy
+9,441
New +$2.16M 0.19% 121

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Private Wealth Services's ACN Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Accenture (ACN) stake by 0.49% in Q1 2026, buying an estimated $50.1K and bringing the position to 43,880 shares worth $8.7M. The position accounts for 0.11% of the portfolio, ranked #217.

Kestra Private Wealth Services first reported a position in ACN in Q3 2020 and has held it in 23 quarters since. The position peaked at $15.5M in Q4 2023. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Kestra Private Wealth Services held 43,880 shares of Accenture worth $8.7M as of Q1 2026.
  • Kestra Private Wealth Services bought 215 Accenture shares in Q1 2026, an estimated $50.1K.
  • Accenture made up 0.11% of Kestra Private Wealth Services's portfolio in Q1 2026, its #217 holding.
  • Kestra Private Wealth Services first reported a position in Accenture in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Accenture position peaked at $15.5M in Q4 2023.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.