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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
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 $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

Mosaic Family Wealth Partners's ACN Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Accenture (ACN) stake by 97% in Q1 2026, buying an estimated $301K and bringing the position to 2,616 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #180.

Mosaic Family Wealth Partners first reported a position in ACN in Q4 2022 and has held it in 14 quarters since. The position peaked at $607K in Q4 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Mosaic Family Wealth Partners held 2,616 shares of Accenture worth $519K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 1,291 Accenture shares in Q1 2026, an estimated $301K.
  • Accenture made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #180 holding.
  • Mosaic Family Wealth Partners first reported a position in Accenture in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Accenture position peaked at $607K in Q4 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.