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Omnia Family Wealth’s Accenture ACN Stock Holding History

Omnia Family 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 		– Sell
-975
Closed -$262K – 91
2025
Q4 		$262K Buy
+975
New +$248K 0.08% 83
2025
Q3 		– Sell
-847
Closed -$253K – 103
2025
Q2 		$253K Buy
847
+42
+5% +$12.8K 0.09% 77
2025
Q1 		$251K Buy
805
+122
+18% +$43.1K 0.11% 72
2024
Q4 		$240K Buy
+683
New +$246K 0.1% 67
2020
Q1 		– Sell
-1,291
Closed -$272K – 75
2019
Q4 		$272K Sell
1,291
-60
-4% -$11.7K 0.12% 78
2019
Q3 		$260K Buy
1,351
+174
+15% +$33.7K 0.19% 69
2019
Q2 		$217K Buy
1,177
+169
+17% +$30.4K 0.11% 87
2019
Q1 		$177K Buy
1,008
+282
+39% +$44.3K 0.09% 99
2018
Q4 		$102K Buy
726
+281
+63% +$44.5K 0.06% 119
2018
Q3 		$76K Hold
445
– – 0.03% 130
2018
Q2 		$73K Sell
445
-44
-9% -$6.84K 0.03% 135
2018
Q1 		$75K Buy
489
+35
+8% +$5.54K 0.03% 130
2017
Q4 		$70K Buy
454
+117
+35% +$17K 0.03% 132
2017
Q3 		$46K Buy
337
+12
+4% +$1.56K 0.02% 154
2017
Q2 		$40K Hold
325
– – 0.02% 162
2017
Q1 		$39K Buy
325
+159
+96% +$19K 0.02% 166
2016
Q4 		$19K Buy
+166
New +$19.7K 0.01% 220

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

Omnia Family Wealth's ACN Position: Q1 2026 in Review

Omnia Family Wealth sold out of Accenture (ACN) in Q1 2026, closing a stake of 975 shares — an estimated $262K sold.

Omnia Family Wealth first reported a position in ACN in Q4 2016 and held it in 17 quarters. The position peaked at $272K in Q4 2019. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Omnia Family Wealth reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Omnia Family Wealth sold 975 Accenture shares in Q1 2026, an estimated $262K.
  • Omnia Family Wealth first reported a position in Accenture in Q4 2016 and held it in 17 quarters.
  • Omnia Family Wealth's Accenture position peaked at $272K in Q4 2019.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.