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Paragon Private Wealth Management’s Accenture ACN Stock Holding History

Paragon Private 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
Q1 		– Sell
-994
Closed -$267K – 219
2025
Q4 		$267K Buy
994
+138
+16% +$35.1K 0.08% 188
2025
Q3 		$211K Buy
+856
New +$223K 0.07% 209

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Paragon Private Wealth Management's ACN Position: Q1 2026 in Review

Paragon Private Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 994 shares — an estimated $267K sold.

Paragon Private Wealth Management first reported a position in ACN in Q3 2025 and held it in 2 quarters. The position peaked at $267K in Q4 2025. 2,154 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Paragon Private Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Paragon Private Wealth Management sold 994 Accenture shares in Q1 2026, an estimated $267K.
  • Paragon Private Wealth Management first reported a position in Accenture in Q3 2025 and held it in 2 quarters.
  • Paragon Private Wealth Management's Accenture position peaked at $267K in Q4 2025.
  • 2,154 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.