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Marks Group Wealth Management’s Accenture ACN Stock Holding History

Marks Group 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
Q1 		$4.93M Buy
24,870
+1,918
+8% +$447K 0.48% 85
2025
Q4 		$6.16M Sell
22,952
-2,599
-10% -$660K 0.59% 64
2025
Q3 		$6.3M Sell
25,551
-624
-2% -$163K 0.59% 79
2025
Q2 		$7.82M Buy
26,175
+1,024
+4% +$312K 0.73% 70
2025
Q1 		$7.85M Buy
25,151
+1,625
+7% +$574K 0.76% 64
2024
Q4 		$8.28M Sell
23,526
-2,842
-11% -$1.02M 0.82% 49
2024
Q3 		$9.32M Sell
26,368
-1,115
-4% -$367K 0.89% 32
2024
Q2 		$8.34M Buy
27,483
+2,123
+8% +$650K 0.88% 33
2024
Q1 		$8.79M Sell
25,360
-90
-0.4% -$32.8K 0.92% 30
2023
Q4 		$8.93M Sell
25,450
-113
-0.4% -$36.4K 1.02% 13
2023
Q3 		$7.85M Sell
25,563
-398
-2% -$125K 0.97% 15
2023
Q2 		$8.01M Buy
25,961
+903
+4% +$262K 0.95% 17
2023
Q1 		$7.16M Buy
25,058
+1,190
+5% +$324K 0.92% 27
2022
Q4 		$6.37M Buy
23,868
+21,639
+971% +$5.99M 0.87% 40
2022
Q3 		$573K Buy
2,229
+147
+7% +$42.5K 0.09% 189
2022
Q2 		$578K Sell
2,082
-25
-1% -$7.51K 0.08% 201
2022
Q1 		$710K Buy
2,107
+1,138
+117% +$384K 0.09% 200
2021
Q4 		$401K Buy
969
+100
+12% +$36.4K 0.05% 251
2021
Q3 		$278K Buy
869
+1
+0.1% +$325 0.04% 248
2021
Q2 		$256K Buy
868
+1
+0.1% +$286 0.04% 225
2021
Q1 		$239K Sell
867
-68
-7% -$17.6K 0.04% 224
2020
Q4 		$244K Buy
935
+1
+0.1% +$240 0.04% 230
2020
Q3 		$211K Sell
934
-155
-14% -$35.5K 0.04% 226
2020
Q2 		$234K Buy
+1,089
New +$206K 0.05% 212
2020
Q1 		– Sell
-1,165
Closed -$246K – 224
2019
Q4 		$246K Buy
+1,165
New +$227K 0.05% 220

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

Marks Group Wealth Management's ACN Position: Q1 2026 in Review

Marks Group Wealth Management increased its Accenture (ACN) stake by 8.4% in Q1 2026, buying an estimated $447K and bringing the position to 24,870 shares worth $4.93M. The position accounts for 0.48% of the portfolio, ranked #85.

Marks Group Wealth Management first reported a position in ACN in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.32M in Q3 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Marks Group Wealth Management held 24,870 shares of Accenture worth $4.93M as of Q1 2026.
  • Marks Group Wealth Management bought 1,918 Accenture shares in Q1 2026, an estimated $447K.
  • Accenture made up 0.48% of Marks Group Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Marks Group Wealth Management first reported a position in Accenture in Q4 2019 and has held it in 25 quarters since.
  • Marks Group Wealth Management's Accenture position peaked at $9.32M in Q3 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.