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Modern Wealth Management’s Acco Brands ACCO Stock Holding History

Modern Wealth Management’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,533
Closed -$43K – 880
2025
Q4 		$43K Buy
+11,533
New +$42.8K ﹤0.01% 838

Other funds holding ACCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Modern Wealth Management's ACCO Position: Q1 2026 in Review

Modern Wealth Management sold out of Acco Brands (ACCO) in Q1 2026, closing a stake of 11,533 shares — an estimated $43K sold.

Modern Wealth Management first reported a position in ACCO in Q4 2025 and held it in 1 quarter. The position peaked at $43K in Q4 2025. 194 funds tracked by Wall St. Rank hold ACCO as of Q1 2026.

  • Modern Wealth Management reported no remaining Acco Brands position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 11,533 Acco Brands shares in Q1 2026, an estimated $43K.
  • Modern Wealth Management first reported a position in Acco Brands in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's Acco Brands position peaked at $43K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Acco Brands as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.