OWA
ACN icon

Opal Wealth Advisors’s Accenture ACN Stock Holding History

Opal Wealth Advisors’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
-205
Closed -$40.6K – 231
2026
Q1 		$40.6K Sell
205
-541
-73% -$126K 0.01% 443
2025
Q4 		$200K Buy
+746
New +$190K 0.05% 200
2025
Q3 		– Sell
-820
Closed -$245K – 199
2025
Q2 		$245K Buy
820
+91
+12% +$27.7K 0.07% 169
2025
Q1 		$227K Buy
729
+6
+0.8% +$2.12K 0.07% 164
2024
Q4 		$254K Sell
723
-14
-2% -$5.04K 0.08% 150
2024
Q3 		$261K Sell
737
-38
-5% -$12.5K 0.08% 145
2024
Q2 		$235K Buy
775
+63
+9% +$19.3K 0.08% 153
2024
Q1 		$247K Sell
712
-149
-17% -$54.3K 0.08% 144
2023
Q4 		$302K Sell
861
-2
-0.2% -$645 0.12% 127
2023
Q3 		$265K Buy
863
+16
+2% +$5.04K 0.16% 117
2023
Q2 		$261K Sell
847
-39
-4% -$11.3K 0.13% 117
2023
Q1 		$253K Sell
886
-117
-12% -$31.9K 0.15% 87
2022
Q4 		$268K Sell
1,003
-32
-3% -$8.85K 0.15% 88
2022
Q3 		$266K Buy
1,035
+21
+2% +$6.07K 0.19% 73
2022
Q2 		$282K Sell
1,014
-142
-12% -$42.7K 0.19% 74
2022
Q1 		$390K Buy
1,156
+149
+15% +$50.3K 0.34% 43
2021
Q4 		$417K Buy
+1,007
New +$367K 0.26% 65

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

Opal Wealth Advisors's ACN Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 205 shares — an estimated $40.6K sold.

Opal Wealth Advisors first reported a position in ACN in Q4 2021 and held it in 17 quarters. The position peaked at $417K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 205 Accenture shares in Q2 2026, an estimated $40.6K.
  • Opal Wealth Advisors first reported a position in Accenture in Q4 2021 and held it in 17 quarters.
  • Opal Wealth Advisors's Accenture position peaked at $417K in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.