MWM
ACN icon

Mission Wealth Management’s Accenture ACN Stock Holding History

Mission 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
Q1 		$635K Hold
3,200
– – 0.01% 424
2025
Q4 		$859K Buy
3,200
+100
+3% +$25.4K 0.02% 366
2025
Q3 		$764K Buy
+3,100
New +$808K 0.02% 390
2025
Q2 		– Hold
0
– – – 342
2025
Q1 		– Hold
0
– – – 310
2024
Q4 		– Hold
0
– – – 238
2024
Q3 		– Hold
0
– -$152K – 685
2024
Q2 		– Hold
0
– – – 630

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

Mission Wealth Management's ACN Position: Q1 2026 in Review

Mission Wealth Management reduced its Accenture (ACN) stake by 5.3% in Q1 2026, selling an estimated $112K and leaving 8,624 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #237.

Mission Wealth Management first reported a position in ACN in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.9M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Mission Wealth Management held 8,624 shares of Accenture worth $1.71M as of Q1 2026.
  • Mission Wealth Management sold 480 Accenture shares in Q1 2026, an estimated $112K.
  • Accenture made up 0.04% of Mission Wealth Management's portfolio in Q1 2026, its #237 holding.
  • Mission Wealth Management first reported a position in Accenture in Q1 2016 and has held it in 41 quarters since.
  • Mission Wealth Management's Accenture position peaked at $3.9M in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.