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Pension & Wealth Management Advisors’s Accenture ACN Stock Holding History

Pension & Wealth Management 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
-15
Closed -$2.97K – 545
2026
Q1 		$2.97K Buy
+15
New +$3.5K ﹤0.01% 456
2025
Q4 		– Sell
-61
Closed -$15K – 538
2025
Q3 		$15K Buy
61
+56
+1,120% +$14.6K ﹤0.01% 375
2025
Q2 		$1.49K Buy
+5
New +$1.52K ﹤0.01% 444
2024
Q3 		– Sell
-40
Closed -$12.1K – 378
2024
Q2 		$12.1K Buy
+40
New +$12.3K 0.01% 275

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

Pension & Wealth Management Advisors's ACN Position: Q2 2026 in Review

Pension & Wealth Management Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 15 shares — an estimated $2.97K sold.

Pension & Wealth Management Advisors first reported a position in ACN in Q2 2024 and held it in 4 quarters. The position peaked at $15K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Pension & Wealth Management Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 15 Accenture shares in Q2 2026, an estimated $2.97K.
  • Pension & Wealth Management Advisors first reported a position in Accenture in Q2 2024 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's Accenture position peaked at $15K in Q3 2025.
  • 1,815 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.