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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
Q2 		– Sell
-1,035
Closed -$205K – 170
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
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

OneAscent Wealth Management's ACN Position: Q2 2026 in Review

OneAscent Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,035 shares — an estimated $205K sold.

OneAscent Wealth Management first reported a position in ACN in Q4 2020 and held it in 20 quarters. The position peaked at $2.23M in Q1 2021. 1,900 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • OneAscent Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,035 Accenture shares in Q2 2026, an estimated $205K.
  • OneAscent Wealth Management first reported a position in Accenture in Q4 2020 and held it in 20 quarters.
  • OneAscent Wealth Management's Accenture position peaked at $2.23M in Q1 2021.
  • 1,900 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.