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Outlook Wealth Advisors’s Accenture ACN Stock Holding History

Outlook 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 		$591K Sell
2,982
-94
-3% -$21.9K 0.14% 157
2025
Q4 		$825K Buy
3,076
+1,060
+53% +$269K 0.19% 103
2025
Q3 		$497K Sell
2,016
-7
-0.3% -$1.82K 0.12% 160
2025
Q2 		$605K Buy
+2,023
New +$616K 0.16% 129
2024
Q3 		– Sell
-2,123
Closed -$644K – 255
2024
Q2 		$644K Sell
2,123
-58
-3% -$17.8K 0.2% 104
2024
Q1 		$756K Sell
2,181
-160
-7% -$58.3K 0.23% 87
2023
Q4 		$822K Sell
2,341
-477
-17% -$154K 0.29% 70
2023
Q3 		$866K Buy
2,818
+54
+2% +$17K 0.33% 72
2023
Q2 		$853K Buy
2,764
+16
+0.6% +$4.65K 0.32% 75
2023
Q1 		$785K Buy
2,748
+13
+0.5% +$3.54K 0.35% 70
2022
Q4 		$730K Sell
2,735
-59
-2% -$16.3K 0.35% 71
2022
Q3 		$719K Sell
2,794
-18
-0.6% -$5.2K 0.32% 72
2022
Q2 		$782K Buy
2,812
+16
+0.6% +$4.81K 0.32% 79
2022
Q1 		$943K Sell
2,796
-36
-1% -$12.1K 0.32% 74
2021
Q4 		$1.17M Buy
2,832
+59
+2% +$21.5K 0.34% 60
2021
Q3 		$887K Sell
2,773
-2
-0.1% -$651 0.29% 86
2021
Q2 		$818K Buy
2,775
+189
+7% +$54.1K 0.26% 93
2021
Q1 		$714K Sell
2,586
-239
-8% -$61.8K 0.25% 93
2020
Q4 		$738K Buy
2,825
+49
+2% +$11.7K 0.27% 88
2020
Q3 		$627K Buy
2,776
+163
+6% +$37.3K 0.25% 87
2020
Q2 		$561K Buy
2,613
+140
+6% +$26.5K 0.24% 90
2020
Q1 		$404K Buy
2,473
+141
+6% +$27.2K 0.23% 89
2019
Q4 		$491K Buy
2,332
+90
+4% +$17.5K 0.28% 62
2019
Q3 		$431K Buy
2,242
+48
+2% +$9.29K 0.26% 91
2019
Q2 		$405K Buy
2,194
+178
+9% +$32K 0.27% 93
2019
Q1 		$355K Buy
+2,016
New +$317K 0.29% 88

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

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

Outlook Wealth Advisors reduced its Accenture (ACN) stake by 3.1% in Q1 2026, selling an estimated $21.9K and leaving 2,982 shares worth $591K. The position accounts for 0.14% of the portfolio, ranked #157.

Outlook Wealth Advisors first reported a position in ACN in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Outlook Wealth Advisors held 2,982 shares of Accenture worth $591K as of Q1 2026.
  • Outlook Wealth Advisors sold 94 Accenture shares in Q1 2026, an estimated $21.9K.
  • Accenture made up 0.14% of Outlook Wealth Advisors's portfolio in Q1 2026, its #157 holding.
  • Outlook Wealth Advisors first reported a position in Accenture in Q1 2019 and has held it in 26 quarters since.
  • Outlook Wealth Advisors's Accenture position peaked at $1.17M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.