NW
ACN icon

NewEdge Wealth’s Accenture ACN Stock Holding History

NewEdge 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 		$18.6M Sell
93,916
-7,445
-7% -$1.73M 0.22% 93
2025
Q4 		$27.2M Buy
101,361
+4,914
+5% +$1.25M 0.31% 73
2025
Q3 		$23.9M Buy
96,447
+82,368
+585% +$21.5M 0.34% 68
2025
Q2 		$3.4M Buy
14,079
+933
+7% +$284K 0.05% 273
2025
Q1 		$4.1M Sell
13,146
-915
-7% -$323K 0.07% 217
2024
Q4 		$4.95M Sell
14,061
-129
-0.9% -$46.4K 0.09% 189
2024
Q3 		$5.02M Buy
14,190
+1,453
+11% +$478K 0.09% 192
2024
Q2 		$3.86M Sell
12,737
-421
-3% -$129K 0.08% 204
2024
Q1 		$3.95M Sell
13,158
-13,460
-51% -$4.91M 0.09% 198
2023
Q4 		$9.34M Sell
26,618
-33,879
-56% -$10.9M 0.24% 104
2023
Q3 		$18.6M Buy
60,497
+4,256
+8% +$1.34M 0.59% 43
2023
Q2 		$17.4M Buy
56,241
+14,041
+33% +$4.08M 0.58% 48
2023
Q1 		$12.1M Buy
42,200
+652
+2% +$178K 0.46% 60
2022
Q4 		$11.1M Buy
41,548
+404
+1% +$112K 0.48% 59
2022
Q3 		$10.6M Sell
41,144
-15,746
-28% -$4.55M 0.5% 58
2022
Q2 		$15.8M Buy
56,890
+9,499
+20% +$2.85M 0.72% 32
2022
Q1 		$16M Buy
47,391
+5,521
+13% +$1.86M 0.71% 31
2021
Q4 		$17.4M Buy
41,870
+2,322
+6% +$846K 0.73% 29
2021
Q3 		$12.7M Buy
39,548
+1,304
+3% +$424K 0.75% 30
2021
Q2 		$11.3M Buy
38,244
+1,592
+4% +$456K 0.86% 28
2021
Q1 		$10.1M Buy
36,652
+17,686
+93% +$4.57M 1.01% 20
2020
Q4 		$4.95M Buy
+18,966
New +$4.55M 1.52% 17

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

NewEdge Wealth's ACN Position: Q1 2026 in Review

NewEdge Wealth reduced its Accenture (ACN) stake by 7.3% in Q1 2026, selling an estimated $1.73M and leaving 93,916 shares worth $18.6M. The position accounts for 0.22% of the portfolio, ranked #93.

NewEdge Wealth first reported a position in ACN in Q4 2020 and has held it in 22 quarters since. The position peaked at $27.2M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • NewEdge Wealth held 93,916 shares of Accenture worth $18.6M as of Q1 2026.
  • NewEdge Wealth sold 7,445 Accenture shares in Q1 2026, an estimated $1.73M.
  • Accenture made up 0.22% of NewEdge Wealth's portfolio in Q1 2026, its #93 holding.
  • NewEdge Wealth first reported a position in Accenture in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Accenture position peaked at $27.2M in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.