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Keudell/Morrison Wealth Management’s Accenture ACN Stock Holding History

Keudell/Morrison 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 		$290K Buy
2,331
+215
+10% +$37.3K 0.05% 198
2026
Q1 		$420K Sell
2,116
-62
-3% -$14.4K 0.09% 148
2025
Q4 		$584K Buy
+2,178
New +$553K 0.12% 113
2025
Q2 		$770K Sell
2,575
-24
-0.9% -$7.31K 0.17% 81
2025
Q1 		$811K Sell
2,599
-5
-0.2% -$1.77K 0.19% 76
2024
Q4 		$916K Sell
2,604
-3
-0.1% -$1.08K 0.24% 69
2024
Q3 		$922K Sell
2,607
-53
-2% -$17.4K 0.25% 71
2024
Q2 		$807K Buy
2,660
+144
+6% +$44.1K 0.24% 78
2024
Q1 		$872K Sell
2,516
-3
-0.1% -$1.09K 0.26% 72
2023
Q4 		$884K Buy
2,519
+93
+4% +$30K 0.29% 67
2023
Q3 		$745K Sell
2,426
-33
-1% -$10.4K 0.23% 74
2023
Q2 		$759K Sell
2,459
-12
-0.5% -$3.49K 0.22% 73
2023
Q1 		$706K Sell
2,471
-150
-6% -$40.9K 0.21% 81
2022
Q4 		$699K Sell
2,621
-21
-0.8% -$5.81K 0.22% 80
2022
Q3 		$680K Sell
2,642
-149
-5% -$43.1K 0.25% 77
2022
Q2 		$775K Sell
2,791
-120
-4% -$36.1K 0.28% 73
2022
Q1 		$982K Sell
2,911
-354
-11% -$119K 0.41% 61
2021
Q4 		$1.35M Sell
3,265
-157
-5% -$57.2K 0.53% 46
2021
Q3 		$1.09M Sell
3,422
-264
-7% -$85.9K 0.47% 52
2021
Q2 		$1.09M Sell
3,686
-179
-5% -$51.3K 0.6% 53
2021
Q1 		$1.07M Sell
3,865
-183
-5% -$47.3K 0.62% 52
2020
Q4 		$1.06M Sell
4,048
-7
-0.2% -$1.68K 0.67% 46
2020
Q3 		$916K Sell
4,055
-192
-5% -$44K 0.59% 49
2020
Q2 		$912K Buy
4,247
+47
+1% +$8.89K 0.75% 40
2020
Q1 		$686K Buy
4,200
+384
+10% +$74K 0.67% 54
2019
Q4 		$804K Sell
3,816
-151
-4% -$29.4K 0.56% 58
2019
Q3 		$763K Sell
3,967
-14
-0.4% -$2.71K 0.63% 57
2019
Q2 		$752K Sell
3,981
-187
-4% -$33.6K 0.66% 53
2019
Q1 		$734K Buy
+4,168
New +$655K 0.65% 54

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

Keudell/Morrison Wealth Management's ACN Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Accenture (ACN) stake by 10% in Q2 2026, buying an estimated $37.3K and bringing the position to 2,331 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #198.

Keudell/Morrison Wealth Management first reported a position in ACN in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.35M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,331 shares of Accenture worth $290K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 215 Accenture shares in Q2 2026, an estimated $37.3K.
  • Accenture made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Keudell/Morrison Wealth Management first reported a position in Accenture in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Accenture position peaked at $1.35M in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.