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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
Q2 		$3.34M Buy
26,847
+1,977
+8% +$343K 0.29% 90
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 $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

Marks Group Wealth Management's ACN Position: Q2 2026 in Review

Marks Group Wealth Management increased its Accenture (ACN) stake by 7.9% in Q2 2026, buying an estimated $343K and bringing the position to 26,847 shares worth $3.34M. The position accounts for 0.29% of the portfolio, ranked #90.

Marks Group Wealth Management first reported a position in ACN in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.32M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Marks Group Wealth Management held 26,847 shares of Accenture worth $3.34M as of Q2 2026.
  • Marks Group Wealth Management bought 1,977 Accenture shares in Q2 2026, an estimated $343K.
  • Accenture made up 0.29% of Marks Group Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Marks Group Wealth Management first reported a position in Accenture in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Accenture position peaked at $9.32M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.