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 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 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

Naviter Wealth's ACN Position: Q1 2026 in Review

Naviter Wealth reduced its Accenture (ACN) stake by 5.3% in Q1 2026, selling an estimated $69.2K and leaving 5,261 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #153.

Naviter Wealth first reported a position in ACN in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.6M in Q4 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Naviter Wealth held 5,261 shares of Accenture worth $1.04M as of Q1 2026.
Naviter Wealth sold 297 Accenture shares in Q1 2026, an estimated $69.2K.
Accenture made up 0.13% of Naviter Wealth's portfolio in Q1 2026, its #153 holding.
Naviter Wealth first reported a position in Accenture in Q1 2023 and has held it in 13 quarters since.
Naviter Wealth's Accenture position peaked at $2.6M in Q4 2024.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.