NWM
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Navigoe Wealth Management’s Accenture ACN Stock Holding History

Navigoe 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 		$13K Hold
105
– – 0.01% 132
2026
Q1 		$20K Hold
105
– – 0.01% 100
2025
Q4 		$28K Sell
105
-12
-10% -$3.05K 0.02% 99
2025
Q3 		$28K Buy
117
+9
+8% +$2.35K 0.02% 95
2025
Q2 		$32K Hold
108
– – 0.02% 78
2025
Q1 		$33K Hold
108
– – 0.03% 75
2024
Q4 		$37K Buy
+108
New +$38.9K 0.04% 70

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

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

Navigoe Wealth Management held its Accenture (ACN) position steady in Q2 2026 at 105 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #132.

Navigoe Wealth Management first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $37K in Q4 2024. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Navigoe Wealth Management held 105 shares of Accenture worth $13K as of Q2 2026.
  • Navigoe Wealth Management left its Accenture share count unchanged in Q2 2026.
  • Accenture made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Navigoe Wealth Management first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Accenture position peaked at $37K in Q4 2024.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.