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McKinley Carter Wealth Services’s Accenture ACN Stock Holding History

McKinley Carter Wealth Services’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 		$2.03M Sell
10,243
-559
-5% -$130K 0.12% 121
2025
Q4 		$2.9M Sell
10,802
-349
-3% -$88.7K 0.16% 104
2025
Q3 		$2.75M Sell
11,151
-829
-7% -$216K 0.14% 107
2025
Q2 		$3.58M Sell
11,980
-322
-3% -$98.1K 0.2% 83
2025
Q1 		$3.84M Sell
12,302
-1,513
-11% -$534K 0.24% 77
2024
Q4 		$4.86M Sell
13,815
-400
-3% -$144K 0.3% 71
2024
Q3 		$5.02M Sell
14,215
-310
-2% -$102K 0.3% 71
2024
Q2 		$4.41M Sell
14,525
-15,616
-52% -$4.78M 0.28% 75
2024
Q1 		$10.4M Buy
30,141
+937
+3% +$342K 0.7% 31
2023
Q4 		$10.2M Buy
29,204
+2,008
+7% +$647K 0.75% 32
2023
Q3 		$8.35M Sell
27,196
-373
-1% -$118K 0.66% 33
2023
Q2 		$8.51M Sell
27,569
-95
-0.3% -$27.6K 0.64% 31
2023
Q1 		$7.91M Buy
27,664
+34
+0.1% +$9.27K 0.62% 30
2022
Q4 		$7.37M Sell
27,630
-319
-1% -$88.2K 0.62% 35
2022
Q3 		$7.19M Buy
27,949
+261
+0.9% +$75.4K 0.67% 32
2022
Q2 		$7.69M Buy
27,688
+896
+3% +$269K 0.68% 32
2022
Q1 		$9.04M Sell
26,792
-18
-0.1% -$6.07K 0.71% 29
2021
Q4 		$11.1M Sell
26,810
-1,762
-6% -$642K 0.83% 25
2021
Q3 		$9.14M Sell
28,572
-664
-2% -$216K 0.75% 28
2021
Q2 		$8.62M Buy
29,236
+301
+1% +$86.2K 0.71% 26
2021
Q1 		$7.99M Buy
28,935
+464
+2% +$120K 0.68% 25
2020
Q4 		$7.44M Buy
28,471
+925
+3% +$222K 0.97% 19
2020
Q3 		$6.22M Buy
27,546
+1,392
+5% +$319K 1.4% 15
2020
Q2 		$5.62M Buy
26,154
+6,029
+30% +$1.14M 1.38% 14
2020
Q1 		$3.29M Sell
20,125
-500
-2% -$96.3K 0.98% 24
2019
Q4 		$4.34M Buy
20,625
+78
+0.4% +$15.2K 1.02% 20
2019
Q3 		$3.95M Sell
20,547
-89
-0.4% -$17.2K 1.01% 21
2019
Q2 		$3.81M Sell
20,636
-549
-3% -$98.6K 1.03% 22
2019
Q1 		$3.73M Buy
21,185
+1,547
+8% +$243K 1.05% 22
2018
Q4 		$2.77M Sell
19,638
-462
-2% -$73.1K 0.91% 31
2018
Q3 		$3.42M Buy
20,100
+229
+1% +$38.1K 1.01% 20
2018
Q2 		$3.25M Buy
19,871
+262
+1% +$40.8K 1.05% 17
2018
Q1 		$3.01M Sell
19,609
-224
-1% -$35.5K 0.98% 19
2017
Q4 		$3.04M Sell
19,833
-1,047
-5% -$152K 1.04% 18
2017
Q3 		$2.82M Buy
20,880
+142
+0.7% +$18.5K 1.08% 20
2017
Q2 		$2.56M Buy
20,738
+260
+1% +$31.7K 1.13% 23
2017
Q1 		$2.46M Buy
20,478
+639
+3% +$76.3K 1.14% 27
2016
Q4 		$2.32M Buy
19,839
+374
+2% +$44.4K 1.17% 25
2016
Q3 		$2.38M Buy
19,465
+15,732
+421% +$1.79M 1.23% 23
2016
Q2 		$423K Sell
3,733
-22
-0.6% -$2.55K 0.22% 79
2016
Q1 		$433K Buy
3,755
+72
+2% +$7.39K 0.24% 82
2015
Q4 		$385K Buy
3,683
+1
+0% +$106 0.22% 80
2015
Q3 		$362K Sell
3,682
-383
-9% -$38K 0.23% 77
2015
Q2 		$393K Sell
4,065
-511
-11% -$48.8K 0.21% 85
2015
Q1 		$429K Sell
4,576
-227
-5% -$20.3K 0.28% 75
2014
Q4 		$429K Sell
4,803
-1,663
-26% -$138K 0.34% 63
2014
Q3 		$526K Buy
+6,466
New +$518K 0.5% 49
2014
Q2 		– Sell
-8,060
Closed -$643K – 92
2014
Q1 		$643K Sell
8,060
-9,256
-53% -$760K 0.7% 46
2013
Q4 		$1.42M Sell
17,316
-6,400
-27% -$484K 1.39% 20
2013
Q3 		$1.75M Buy
23,716
+68
+0.3% +$5.03K 2.07% 19
2013
Q2 		$1.7M Buy
+23,648
New +$1.88M 2.57% 15

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

McKinley Carter Wealth Services's ACN Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Accenture (ACN) stake by 5.2% in Q1 2026, selling an estimated $130K and leaving 10,243 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #121.

McKinley Carter Wealth Services first reported a position in ACN in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.1M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • McKinley Carter Wealth Services held 10,243 shares of Accenture worth $2.03M as of Q1 2026.
  • McKinley Carter Wealth Services sold 559 Accenture shares in Q1 2026, an estimated $130K.
  • Accenture made up 0.12% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #121 holding.
  • McKinley Carter Wealth Services first reported a position in Accenture in Q2 2013 and has held it in 51 quarters since.
  • McKinley Carter Wealth Services's Accenture position peaked at $11.1M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.