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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
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 $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

Opal Wealth Advisors's ACN Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Accenture (ACN) stake by 73% in Q1 2026, selling an estimated $126K and leaving 205 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #443.

Opal Wealth Advisors first reported a position in ACN in Q4 2021 and has held it in 17 quarters since. The position peaked at $417K in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Opal Wealth Advisors held 205 shares of Accenture worth $40.6K as of Q1 2026.
  • Opal Wealth Advisors sold 541 Accenture shares in Q1 2026, an estimated $126K.
  • Accenture made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #443 holding.
  • Opal Wealth Advisors first reported a position in Accenture in Q4 2021 and has held it in 17 quarters since.
  • Opal Wealth Advisors's Accenture position peaked at $417K in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.