OneAscent Wealth Management’s Accenture ACN Stock Holding History

OneAscent Wealth Management’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	$205K	Hold	1,035	–	–	0.07%	155
2025 Q4	$278K	Sell	1,035 -6	-0.6%	-$1.52K	0.09%	125
2025 Q3	$257K	Hold	1,041	–	–	0.09%	141
2025 Q2	$311K	Buy	1,041 +6	+0.6%	+$1.83K	0.11%	113
2025 Q1	$323K	Sell	1,035 -6	-0.6%	-$2.12K	0.14%	91
2024 Q4	$366K	Hold	1,041	–	–	0.15%	85
2024 Q3	$368K	Hold	1,041	–	–	0.14%	103
2024 Q2	$316K	Hold	1,041	–	–	0.16%	67
2024 Q1	$361K	Hold	1,041	–	–	0.14%	105
2023 Q4	$365K	Sell	1,041 -73	-7%	-$23.5K	0.15%	96
2023 Q3	$342K	Sell	1,114 -87	-7%	-$27.4K	0.15%	92
2023 Q2	$371K	Sell	1,201 -33	-3%	-$9.59K	0.17%	52
2023 Q1	$353K	Sell	1,234 -11	-0.9%	-$3K	0.14%	99
2022 Q4	$332K	Buy	+1,245	New	+$344K	0.16%	96
2022 Q3	–	Sell	-1,267	Closed	-$352K	–	149
2022 Q2	$352K	Sell	1,267 -49	-4%	-$14.7K	0.18%	93
2022 Q1	$444K	Sell	1,316 -1,267	-49%	-$427K	0.22%	88
2021 Q4	$1.07M	Sell	2,583 -798	-24%	-$291K	2.67%	4
2021 Q3	$1.08M	Buy	+3,381	New	+$1.1M	1.23%	8
2021 Q1	$2.23M	Buy	8,074 +4,836	+149%	+$1.25M	0.95%	9
2020 Q4	$846K	Buy	+3,238	New	+$776K	0.38%	57

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

OneAscent Wealth Management's ACN Position: Q1 2026 in Review

OneAscent Wealth Management held its Accenture (ACN) position steady in Q1 2026 at 1,035 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #155.

OneAscent Wealth Management first reported a position in ACN in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.23M in Q1 2021. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

OneAscent Wealth Management held 1,035 shares of Accenture worth $205K as of Q1 2026.
OneAscent Wealth Management left its Accenture share count unchanged in Q1 2026.
Accenture made up 0.07% of OneAscent Wealth Management's portfolio in Q1 2026, its #155 holding.
OneAscent Wealth Management first reported a position in Accenture in Q4 2020 and has held it in 20 quarters since.
OneAscent Wealth Management's Accenture position peaked at $2.23M in Q1 2021.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.