Legacy Capital Wealth Partners’s Accenture ACN Stock Holding History

Legacy Capital Wealth Partners’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	$439K	Sell	2,212 -241	-10%	-$56.2K	0.09%	224
2025 Q4	$658K	Sell	2,453 -65	-3%	-$16.5K	0.14%	153
2025 Q3	$621K	Sell	2,518 -1,613	-39%	-$421K	0.14%	164
2025 Q2	$1.23M	Buy	4,131 +25	+0.6%	+$7.61K	0.28%	74
2025 Q1	$1.28M	Sell	4,106 -123	-3%	-$43.4K	0.32%	65
2024 Q4	$1.49M	Sell	4,229 -576	-12%	-$207K	0.37%	52
2024 Q3	$1.7M	Buy	4,805 +179	+4%	+$58.9K	0.34%	55
2024 Q2	$1.4M	Buy	+4,626	New	+$1.42M	0.36%	56
2024 Q1	–	Sell	-4,034	Closed	-$1.42M	–	115
2023 Q4	$1.42M	Buy	4,034 +46	+1%	+$14.8K	0.4%	58
2023 Q3	$1.22M	Buy	+3,988	New	+$1.26M	0.34%	63
2023 Q2	–	Sell	-3,060	Closed	-$875K	–	43
2023 Q1	$875K	Buy	+3,060	New	+$834K	0.24%	92
2021 Q2	–	Sell	-2,951	Closed	-$815K	–	26
2021 Q1	$815K	Buy	2,951 +143	+5%	+$37K	0.34%	38
2020 Q4	$733K	Buy	+2,808	New	+$673K	0.31%	39

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

Legacy Capital Wealth Partners's ACN Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Accenture (ACN) stake by 9.8% in Q1 2026, selling an estimated $56.2K and leaving 2,212 shares worth $439K. The position accounts for 0.09% of the portfolio, ranked #224.

Legacy Capital Wealth Partners first reported a position in ACN in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.7M in Q3 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Legacy Capital Wealth Partners held 2,212 shares of Accenture worth $439K as of Q1 2026.
Legacy Capital Wealth Partners sold 241 Accenture shares in Q1 2026, an estimated $56.2K.
Accenture made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #224 holding.
Legacy Capital Wealth Partners first reported a position in Accenture in Q4 2020 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Accenture position peaked at $1.7M in Q3 2024.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.