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Modern Wealth Management’s Accenture ACN Stock Holding History

Modern 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 		$403K Buy
3,242
+538
+20% +$93.4K ﹤0.01% 782
2026
Q1 		$533K Sell
2,704
-1,851
-41% -$431K 0.01% 561
2025
Q4 		$1.22M Sell
4,555
-99
-2% -$25.2K 0.02% 367
2025
Q3 		$1.15M Sell
4,654
-774
-14% -$202K 0.02% 365
2025
Q2 		$1.62M Buy
5,428
+772
+17% +$235K 0.04% 293
2025
Q1 		$1.45M Buy
4,656
+2,788
+149% +$985K 0.05% 253
2024
Q4 		$657K Buy
1,868
+433
+30% +$156K 0.02% 319
2024
Q3 		$507K Buy
1,435
+363
+34% +$119K 0.03% 250
2024
Q2 		$325K Sell
1,072
-107
-9% -$32.8K 0.02% 292
2024
Q1 		$409K Buy
+1,179
New +$430K 0.04% 199

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Modern Wealth Management increased its Accenture (ACN) stake by 20% in Q2 2026, buying an estimated $93.4K and bringing the position to 3,242 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Modern Wealth Management first reported a position in ACN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Modern Wealth Management held 3,242 shares of Accenture worth $403K as of Q2 2026.
  • Modern Wealth Management bought 538 Accenture shares in Q2 2026, an estimated $93.4K.
  • Accenture made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #782 holding.
  • Modern Wealth Management first reported a position in Accenture in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Accenture position peaked at $1.62M in Q2 2025.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.