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
Q2 		$8.32M Sell
66,883
-27,033
-29% -$4.69M 0.08% 161
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 $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

NewEdge Wealth's ACN Position: Q2 2026 in Review

NewEdge Wealth reduced its Accenture (ACN) stake by 29% in Q2 2026, selling an estimated $4.69M and leaving 66,883 shares worth $8.32M. The position accounts for 0.08% of the portfolio, ranked #161.

NewEdge Wealth first reported a position in ACN in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.2M in Q4 2025. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • NewEdge Wealth held 66,883 shares of Accenture worth $8.32M as of Q2 2026.
  • NewEdge Wealth sold 27,033 Accenture shares in Q2 2026, an estimated $4.69M.
  • Accenture made up 0.08% of NewEdge Wealth's portfolio in Q2 2026, its #161 holding.
  • NewEdge Wealth first reported a position in Accenture in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Accenture position peaked at $27.2M in Q4 2025.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.