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Mattern Wealth Management’s Accenture ACN Stock Holding History

Mattern 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 		– Sell
-1,955
Closed -$388K – 184
2026
Q1 		$388K Sell
1,955
-252
-11% -$58.7K 0.08% 105
2025
Q4 		$592K Sell
2,207
-124
-5% -$31.5K 0.11% 83
2025
Q3 		$575K Sell
2,331
-749
-24% -$195K 0.11% 81
2025
Q2 		$920K Sell
3,080
-250
-8% -$76.1K 0.19% 64
2025
Q1 		$1.04M Sell
3,330
-48
-1% -$17K 0.23% 67
2024
Q4 		$1.19M Sell
3,378
-107
-3% -$38.5K 0.26% 65
2024
Q3 		$1.23M Sell
3,485
-5,707
-62% -$1.88M 0.27% 67
2024
Q2 		$2.79M Sell
9,192
-1,568
-15% -$480K 0.67% 44
2024
Q1 		$3.73M Buy
10,760
+46
+0.4% +$16.8K 0.91% 28
2023
Q4 		$3.76M Buy
10,714
+508
+5% +$164K 0.97% 25
2023
Q3 		$3.13M Buy
10,206
+631
+7% +$199K 0.92% 26
2023
Q2 		$2.95M Buy
9,575
+855
+10% +$248K 0.86% 28
2023
Q1 		$2.49M Sell
8,720
-85
-1% -$23.2K 0.83% 34
2022
Q4 		$2.35M Buy
8,805
+47
+0.5% +$13K 0.95% 34
2022
Q3 		$2.25M Buy
8,758
+98
+1% +$28.3K 0.91% 30
2022
Q2 		$2.4M Sell
8,660
-137
-2% -$41.2K 0.94% 29
2022
Q1 		$2.97M Buy
8,797
+988
+13% +$333K 0.97% 29
2021
Q4 		$3.24M Sell
7,809
-126
-2% -$45.9K 0.95% 30
2021
Q3 		$2.54M Sell
7,935
-102
-1% -$33.2K 0.85% 30
2021
Q2 		$2.51M Sell
8,037
-43
-0.5% -$12.3K 0.8% 34
2021
Q1 		$2.23M Sell
8,080
-86
-1% -$22.2K 0.79% 37
2020
Q4 		$2.13M Buy
8,166
+164
+2% +$39.3K 0.81% 33
2020
Q3 		$1.81M Buy
8,002
+400
+5% +$91.6K 0.77% 37
2020
Q2 		$1.63M Buy
7,602
+819
+12% +$155K 0.79% 38
2020
Q1 		$1.11M Buy
6,783
+107
+2% +$20.6K 0.8% 39
2019
Q4 		$1.41M Buy
+6,676
New +$1.3M 0.84% 48

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

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

Mattern Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,955 shares — an estimated $388K sold.

Mattern Wealth Management first reported a position in ACN in Q4 2019 and held it in 26 quarters. The position peaked at $3.76M in Q4 2023. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Mattern Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Mattern Wealth Management sold 1,955 Accenture shares in Q2 2026, an estimated $388K.
  • Mattern Wealth Management first reported a position in Accenture in Q4 2019 and held it in 26 quarters.
  • Mattern Wealth Management's Accenture position peaked at $3.76M in Q4 2023.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.