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Measured Wealth Private Client Group’s Accenture ACN Stock Holding History

Measured Wealth Private Client Group’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 		$239K Buy
1,206
+45
+4% +$10.5K 0.07% 164
2025
Q4 		$311K Sell
1,161
-7
-0.6% -$1.78K 0.08% 140
2025
Q3 		$288K Sell
1,168
-103
-8% -$26.9K 0.08% 143
2025
Q2 		$380K Buy
1,271
+72
+6% +$21.9K 0.11% 120
2025
Q1 		$374K Sell
1,199
-106
-8% -$37.4K 0.12% 119
2024
Q4 		$459K Sell
1,305
-110
-8% -$39.6K 0.15% 93
2024
Q3 		$500K Hold
1,415
– – 0.17% 75
2024
Q2 		$429K Sell
1,415
-150
-10% -$46K 0.15% 108
2024
Q1 		$542K Buy
1,565
+3
+0.2% +$1.09K 0.19% 84
2023
Q4 		$548K Sell
1,562
-54
-3% -$17.4K 0.2% 82
2023
Q3 		$496K Buy
1,616
+20
+1% +$6.3K 0.2% 82
2023
Q2 		$492K Hold
1,596
– – 0.19% 88
2023
Q1 		$456K Sell
1,596
-52
-3% -$14.2K 0.18% 93
2022
Q4 		$440K Sell
1,648
-14
-0.8% -$3.87K 0.18% 76
2022
Q3 		$428K Sell
1,662
-51
-3% -$14.7K 0.19% 68
2022
Q2 		$476K Buy
1,713
+140
+9% +$42.1K 0.21% 74
2022
Q1 		$530K Sell
1,573
-285
-15% -$96.1K 0.19% 62
2021
Q4 		$770K Buy
1,858
+20
+1% +$7.29K 0.27% 53
2021
Q3 		$588K Buy
1,838
+411
+29% +$134K 0.23% 63
2021
Q2 		$421K Buy
1,427
+11
+0.8% +$3.15K 0.13% 97
2021
Q1 		$391K Sell
1,416
-12
-0.8% -$3.1K 0.14% 83
2020
Q4 		$373K Sell
1,428
-409
-22% -$98K 0.16% 77
2020
Q3 		$415K Buy
1,837
+538
+41% +$123K 0.2% 69
2020
Q2 		$279K Buy
+1,299
New +$246K 0.16% 78
2020
Q1 		– Sell
-1,252
Closed -$264K – 104
2019
Q4 		$264K Sell
1,252
-115
-8% -$22.4K 0.18% 78
2019
Q3 		$263K Sell
1,367
-1,428
-51% -$276K 0.17% 91
2019
Q2 		$516K Sell
2,795
-617
-18% -$111K 0.3% 63
2019
Q1 		$601K Buy
+3,412
New +$536K 0.37% 55
2018
Q4 		– Sell
-1,564
Closed -$265K – 105
2018
Q3 		$265K Buy
1,564
+12
+0.8% +$2K 0.16% 123
2018
Q2 		$253K Buy
+1,552
New +$241K 0.21% 117

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

Measured Wealth Private Client Group's ACN Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Accenture (ACN) stake by 3.9% in Q1 2026, buying an estimated $10.5K and bringing the position to 1,206 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #164.

Measured Wealth Private Client Group first reported a position in ACN in Q2 2018 and has held it in 30 quarters since. The position peaked at $770K in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Measured Wealth Private Client Group held 1,206 shares of Accenture worth $239K as of Q1 2026.
  • Measured Wealth Private Client Group bought 45 Accenture shares in Q1 2026, an estimated $10.5K.
  • Accenture made up 0.07% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #164 holding.
  • Measured Wealth Private Client Group first reported a position in Accenture in Q2 2018 and has held it in 30 quarters since.
  • Measured Wealth Private Client Group's Accenture position peaked at $770K in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.