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ACN icon

Naviter Wealth’s Accenture ACN Stock Holding History

Naviter Wealth’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 		$539K Sell
4,333
-928
-18% -$161K 0.05% 211
2026
Q1 		$1.04M Sell
5,261
-297
-5% -$69.2K 0.13% 153
2025
Q4 		$1.49M Sell
5,558
-930
-14% -$236K 0.19% 129
2025
Q3 		$1.6M Sell
6,488
-562
-8% -$147K 0.19% 131
2025
Q2 		$2.11M Sell
7,050
-376
-5% -$115K 0.26% 108
2025
Q1 		$2.26M Buy
7,426
+26
+0.4% +$9.18K 0.27% 98
2024
Q4 		$2.6M Buy
7,400
+939
+15% +$338K 0.31% 79
2024
Q3 		$2.28M Buy
6,461
+583
+10% +$192K 0.32% 84
2024
Q2 		$1.78M Buy
5,878
+145
+3% +$44.4K 0.27% 109
2024
Q1 		$1.99M Buy
5,733
+663
+13% +$242K 0.33% 84
2023
Q4 		$1.78M Buy
5,070
+1,101
+28% +$355K 0.36% 74
2023
Q3 		$1.22M Sell
3,969
-123
-3% -$38.8K 0.29% 85
2023
Q2 		$1.26M Buy
4,092
+554
+16% +$161K 0.32% 82
2023
Q1 		$1.01M Buy
+3,538
New +$965K 0.35% 82

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

Naviter Wealth's ACN Position: Q2 2026 in Review

Naviter Wealth reduced its Accenture (ACN) stake by 18% in Q2 2026, selling an estimated $161K and leaving 4,333 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #211.

Naviter Wealth first reported a position in ACN in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.6M in Q4 2024. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Naviter Wealth held 4,333 shares of Accenture worth $539K as of Q2 2026.
  • Naviter Wealth sold 928 Accenture shares in Q2 2026, an estimated $161K.
  • Accenture made up 0.05% of Naviter Wealth's portfolio in Q2 2026, its #211 holding.
  • Naviter Wealth first reported a position in Accenture in Q1 2023 and has held it in 14 quarters since.
  • Naviter Wealth's Accenture position peaked at $2.6M in Q4 2024.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.