Nicholson Wealth Management Group’s Accenture ACN Stock Holding History

Nicholson Wealth Management Group’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	–	Sell	-7,097	Closed	-$1.41M	–	112
2026 Q1	$1.41M	Buy	7,097 +215	+3%	+$50.1K	0.82%	73
2025 Q4	$1.85M	Buy	6,882 +837	+14%	+$213K	1.08%	38
2025 Q3	$1.49M	Buy	6,045 +1,485	+33%	+$387K	0.87%	67
2025 Q2	$1.36M	Buy	4,560 +276	+6%	+$84.1K	0.84%	70
2025 Q1	$1.34M	Buy	4,284 +53	+1%	+$18.7K	0.88%	71
2024 Q4	$1.49M	Buy	4,231 +1,840	+77%	+$662K	0.99%	45
2024 Q3	$845K	Buy	+2,391	New	+$786K	0.69%	52

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Nicholson Wealth Management Group's ACN Position: Q2 2026 in Review

Nicholson Wealth Management Group sold out of Accenture (ACN) in Q2 2026, closing a stake of 7,097 shares — an estimated $1.41M sold.

Nicholson Wealth Management Group first reported a position in ACN in Q3 2024 and held it in 7 quarters. The position peaked at $1.85M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Nicholson Wealth Management Group reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
Nicholson Wealth Management Group sold 7,097 Accenture shares in Q2 2026, an estimated $1.41M.
Nicholson Wealth Management Group first reported a position in Accenture in Q3 2024 and held it in 7 quarters.
Nicholson Wealth Management Group's Accenture position peaked at $1.85M in Q4 2025.
1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.