LWAM
ACN icon

Legacy Wealth Asset Management’s Accenture ACN Stock Holding History

Legacy Wealth Asset 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 		$398K Buy
3,200
+39
+1% +$6.77K 0.09% 288
2026
Q1 		$627K Buy
3,161
+337
+12% +$78.5K 0.15% 223
2025
Q4 		$758K Sell
2,824
-510
-15% -$130K 0.19% 168
2025
Q3 		$822K Sell
3,334
-1,863
-36% -$486K 0.2% 144
2025
Q2 		$1.55M Buy
5,197
+103
+2% +$31.4K 0.39% 62
2025
Q1 		$1.59M Sell
5,094
-5,464
-52% -$1.93M 0.44% 61
2024
Q4 		$3.71M Sell
10,558
-480
-4% -$173K 1.01% 11
2024
Q3 		$3.9M Buy
11,038
+3,929
+55% +$1.29M 1.05% 11
2024
Q2 		$2.16M Sell
7,109
-4,161
-37% -$1.27M 0.61% 34
2024
Q1 		$3.91M Buy
11,270
+184
+2% +$67.1K 1.09% 10
2023
Q4 		$3.89M Buy
11,086
+4,263
+62% +$1.37M 1.28% 6
2023
Q3 		$2.1M Buy
6,823
+22
+0.3% +$6.93K 0.77% 17
2023
Q2 		$2.1M Buy
6,801
+43
+0.6% +$12.5K 0.73% 21
2023
Q1 		$1.93M Sell
6,758
-2,225
-25% -$607K 0.7% 24
2022
Q4 		$2.4M Buy
8,983
+3,261
+57% +$902K 0.91% 11
2022
Q3 		$1.47M Sell
5,722
-1,947
-25% -$563K 0.64% 29
2022
Q2 		$2.13M Buy
7,669
+123
+2% +$37K 0.86% 17
2022
Q1 		$2.54M Buy
7,546
+847
+13% +$286K 0.91% 12
2021
Q4 		$2.78M Buy
6,699
+1,515
+29% +$552K 0.94% 11
2021
Q3 		$1.66M Sell
5,184
-362
-7% -$118K 0.76% 14
2021
Q2 		$1.64M Sell
5,546
-974
-15% -$279K 0.73% 14
2021
Q1 		$1.8M Sell
6,520
-209
-3% -$54K 0.83% 14
2020
Q4 		$1.76M Buy
+6,729
New +$1.61M 0.89% 14

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

Legacy Wealth Asset Management's ACN Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Accenture (ACN) stake by 1.2% in Q2 2026, buying an estimated $6.77K and bringing the position to 3,200 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #288.

Legacy Wealth Asset Management first reported a position in ACN in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.91M in Q1 2024. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Legacy Wealth Asset Management held 3,200 shares of Accenture worth $398K as of Q2 2026.
  • Legacy Wealth Asset Management bought 39 Accenture shares in Q2 2026, an estimated $6.77K.
  • Accenture made up 0.09% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #288 holding.
  • Legacy Wealth Asset Management first reported a position in Accenture in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Accenture position peaked at $3.91M in Q1 2024.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.