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Mosaic Family Wealth Partners’s Accenture ACN Stock Holding History

Mosaic Family Wealth Partners’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 		$303K Sell
2,434
-182
-7% -$31.6K 0.02% 353
2026
Q1 		$519K Buy
2,616
+1,291
+97% +$301K 0.05% 180
2025
Q4 		$356K Buy
1,325
+15
+1% +$3.81K 0.04% 178
2025
Q3 		$324K Sell
1,310
-85
-6% -$22.2K 0.04% 180
2025
Q2 		$417K Sell
1,395
-73
-5% -$22.2K 0.05% 148
2025
Q1 		$458K Sell
1,468
-257
-15% -$90.8K 0.07% 138
2024
Q4 		$607K Buy
1,725
+280
+19% +$101K 0.09% 111
2024
Q3 		$511K Buy
1,445
+25
+2% +$8.22K 0.08% 121
2024
Q2 		$431K Buy
1,420
+54
+4% +$16.5K 0.07% 128
2024
Q1 		$473K Buy
1,366
+67
+5% +$24.4K 0.08% 119
2023
Q4 		$456K Buy
1,299
+36
+3% +$11.6K 0.08% 120
2023
Q3 		$388K Buy
1,263
+1
+0.1% +$315 0.08% 117
2023
Q2 		$390K Buy
1,262
+1
+0.1% +$291 0.08% 119
2023
Q1 		$360K Buy
1,261
+1
+0.1% +$273 0.08% 125
2022
Q4 		$336K Buy
+1,260
New +$349K 0.09% 131

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 $3.38T AUM 44.17% 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

Mosaic Family Wealth Partners's ACN Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its Accenture (ACN) stake by 7% in Q2 2026, selling an estimated $31.6K and leaving 2,434 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #353.

Mosaic Family Wealth Partners first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $607K in Q4 2024. 1,913 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,434 shares of Accenture worth $303K as of Q2 2026.
  • Mosaic Family Wealth Partners sold 182 Accenture shares in Q2 2026, an estimated $31.6K.
  • Accenture made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #353 holding.
  • Mosaic Family Wealth Partners first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Accenture position peaked at $607K in Q4 2024.
  • 1,913 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.