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MOR Wealth Management’s Accenture ACN Stock Holding History

MOR 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 		$3.45M Sell
27,695
-1,946
-7% -$338K 1.37% 18
2026
Q1 		$5.88M Hold
29,641
– – 2.7% 8
2025
Q4 		$7.95M Buy
+29,641
New +$7.53M 3.64% 7

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

MOR Wealth Management reduced its Accenture (ACN) stake by 6.6% in Q2 2026, selling an estimated $338K and leaving 27,695 shares worth $3.45M. The position accounts for 1.37% of the portfolio, ranked #18.

MOR Wealth Management first reported a position in ACN in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.95M in Q4 2025. 1,885 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • MOR Wealth Management held 27,695 shares of Accenture worth $3.45M as of Q2 2026.
  • MOR Wealth Management sold 1,946 Accenture shares in Q2 2026, an estimated $338K.
  • Accenture made up 1.37% of MOR Wealth Management's portfolio in Q2 2026, its #18 holding.
  • MOR Wealth Management first reported a position in Accenture in Q4 2025 and has held it in 3 quarters since.
  • MOR Wealth Management's Accenture position peaked at $7.95M in Q4 2025.
  • 1,885 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.