Mowery & Schoenfeld Wealth Management’s Accenture ACN Stock Holding History

Mowery & Schoenfeld 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 Q1	$2.78K	Sell	14 -65	-82%	-$15.1K	﹤0.01%	308
2025 Q4	$21.2K	Buy	79 +65	+464%	+$16.5K	0.03%	190
2025 Q3	$3.45K	Sell	14 -60	-81%	-$15.6K	0.01%	311
2025 Q2	$22.2K	Sell	74 -26	-26%	-$7.92K	0.03%	166
2025 Q1	$31.3K	Buy	100 +26	+35%	+$9.18K	0.06%	167
2024 Q4	$26K	Sell	74 -25	-25%	-$9K	0.05%	159
2024 Q3	$35K	Buy	99 +85	+607%	+$28K	0.06%	121
2024 Q2	$4.25K	Sell	14 -189	-93%	-$57.9K	0.01%	178
2024 Q1	$70.4K	Buy	203 +173	+577%	+$63.1K	0.14%	65
2023 Q4	$10.5K	Buy	+30	New	+$9.67K	0.02%	112

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ACN Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Accenture (ACN) stake by 82% in Q1 2026, selling an estimated $15.1K and leaving 14 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Mowery & Schoenfeld Wealth Management first reported a position in ACN in Q4 2023 and has held it in 10 quarters since. The position peaked at $70.4K in Q1 2024. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 14 shares of Accenture worth $2.78K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 65 Accenture shares in Q1 2026, an estimated $15.1K.
Accenture made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #308 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Accenture in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Accenture position peaked at $70.4K in Q1 2024.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.