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Mascoma Wealth Management’s Accenture ACN Stock Holding History

Mascoma 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 		$10.2K Sell
82
-26
-24% -$4.51K ﹤0.01% 324
2026
Q1 		$21.4K Sell
108
-41
-28% -$9.55K ﹤0.01% 254
2025
Q4 		$40K Sell
149
-10
-6% -$2.54K 0.01% 203
2025
Q3 		$39.2K Sell
159
-125
-44% -$32.6K 0.01% 210
2025
Q2 		$84.9K Sell
284
-11
-4% -$3.35K 0.02% 144
2025
Q1 		$92.1K Hold
295
– – 0.02% 141
2024
Q4 		$104K Buy
295
+11
+4% +$3.96K 0.03% 136
2024
Q3 		$100K Hold
284
– – 0.03% 138
2024
Q2 		$86.2K Hold
284
– – 0.02% 148
2024
Q1 		$98.4K Hold
284
– – 0.03% 137
2023
Q4 		$99.7K Hold
284
– – 0.03% 140
2023
Q3 		$87.2K Buy
284
+214
+306% +$67.4K 0.03% 144
2023
Q2 		$22.1K Sell
70
-82
-54% -$23.8K 0.01% 263
2023
Q1 		$42.6K Hold
152
– – 0.01% 251
2022
Q4 		$40.6K Sell
152
-159
-51% -$44K 0.01% 258
2022
Q3 		$80K Sell
311
-12
-4% -$3.47K 0.03% 185
2022
Q2 		$90K Sell
323
-7
-2% -$2.1K 0.03% 179
2022
Q1 		$111K Buy
330
+113
+52% +$38.1K 0.04% 172
2021
Q4 		$90K Buy
217
+139
+178% +$50.7K 0.03% 173
2021
Q3 		$25K Buy
+78
New +$25.4K 0.01% 264
2021
Q2 		– Sell
-78
Closed -$22K – 107
2021
Q1 		$22K Buy
+78
New +$20.2K 0.01% 283
2019
Q1 		– Sell
-80
Closed -$11K – 390
2018
Q4 		$11K Hold
80
– – 0.01% 249
2018
Q3 		$14K Hold
80
– – 0.01% 264
2018
Q2 		$13K Hold
80
– – 0.01% 258
2018
Q1 		$12K Hold
80
– – 0.01% 256
2017
Q4 		$13K Buy
80
+76
+1,900% +$11K 0.01% 245
2017
Q3 		$1K Sell
4
-3
-43% -$391 ﹤0.01% 379
2017
Q2 		$1K Buy
+7
New +$853 ﹤0.01% 386

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Mascoma Wealth Management's ACN Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Accenture (ACN) stake by 24% in Q2 2026, selling an estimated $4.51K and leaving 82 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Mascoma Wealth Management first reported a position in ACN in Q2 2017 and has held it in 28 quarters since. The position peaked at $111K in Q1 2022. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Mascoma Wealth Management held 82 shares of Accenture worth $10.2K as of Q2 2026.
  • Mascoma Wealth Management sold 26 Accenture shares in Q2 2026, an estimated $4.51K.
  • Accenture made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Mascoma Wealth Management first reported a position in Accenture in Q2 2017 and has held it in 28 quarters since.
  • Mascoma Wealth Management's Accenture position peaked at $111K in Q1 2022.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.