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Palumbo Wealth Management’s Accenture ACN Stock Holding History

Palumbo 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 		$829K Sell
6,663
-7
-0.1% -$1.22K 0.17% 93
2026
Q1 		$1.32M Sell
6,670
-1,485
-18% -$346K 0.32% 57
2025
Q4 		$2.19M Sell
8,155
-2,741
-25% -$696K 0.54% 43
2025
Q3 		$2.66M Buy
10,896
+165
+2% +$43K 0.85% 30
2025
Q2 		$3.21M Buy
10,731
+282
+3% +$85.9K 0.99% 25
2025
Q1 		$3.26M Buy
10,449
+2,374
+29% +$838K 1.09% 24
2024
Q4 		$2.84M Buy
8,075
+963
+14% +$347K 1.06% 22
2024
Q3 		$2.51M Sell
7,112
-276
-4% -$90.8K 0.98% 29
2024
Q2 		$2.24M Buy
7,388
+1,249
+20% +$383K 0.95% 27
2024
Q1 		$2.13M Buy
6,139
+892
+17% +$325K 0.95% 28
2023
Q4 		$1.84M Buy
5,247
+512
+11% +$165K 0.94% 25
2023
Q3 		$1.45M Buy
4,735
+549
+13% +$173K 0.8% 29
2023
Q2 		$1.29M Buy
4,186
+3,173
+313% +$922K 0.79% 24
2023
Q1 		$289K Buy
+1,013
New +$276K 0.19% 73
2022
Q2 		– Sell
-678
Closed -$229K – 82
2022
Q1 		$229K Buy
678
+1
+0.1% +$337 0.15% 82
2021
Q4 		$281K Buy
677
+2
+0.3% +$729 0.18% 81
2021
Q3 		$216K Buy
+675
New +$220K 0.14% 88
2021
Q1 		– Sell
-969
Closed -$253K – 99
2020
Q4 		$253K Buy
+969
New +$232K 0.2% 80

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Palumbo Wealth Management reduced its Accenture (ACN) stake by 0.1% in Q2 2026, selling an estimated $1.22K and leaving 6,663 shares worth $829K. The position accounts for 0.17% of the portfolio, ranked #93.

Palumbo Wealth Management first reported a position in ACN in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.26M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Palumbo Wealth Management held 6,663 shares of Accenture worth $829K as of Q2 2026.
  • Palumbo Wealth Management sold 7 Accenture shares in Q2 2026, an estimated $1.22K.
  • Accenture made up 0.17% of Palumbo Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Palumbo Wealth Management first reported a position in Accenture in Q4 2020 and has held it in 18 quarters since.
  • Palumbo Wealth Management's Accenture position peaked at $3.26M in Q1 2025.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.