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Laurel Oak Wealth Management’s Accenture ACN Stock Holding History

Laurel Oak 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 		$404K Sell
3,245
-218
-6% -$37.8K 0.06% 238
2026
Q1 		$687K Sell
3,463
-253
-7% -$58.9K 0.12% 149
2025
Q4 		$997K Buy
+3,716
New +$944K 0.17% 107

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's ACN Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Accenture (ACN) stake by 6.3% in Q2 2026, selling an estimated $37.8K and leaving 3,245 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #238.

Laurel Oak Wealth Management first reported a position in ACN in Q4 2025 and has held it in 3 quarters since. The position peaked at $997K in Q4 2025. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Laurel Oak Wealth Management held 3,245 shares of Accenture worth $404K as of Q2 2026.
  • Laurel Oak Wealth Management sold 218 Accenture shares in Q2 2026, an estimated $37.8K.
  • Accenture made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Laurel Oak Wealth Management first reported a position in Accenture in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Accenture position peaked at $997K in Q4 2025.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.