Perfromance Wealth Partners’s Accenture ACN Stock Holding History

Perfromance Wealth Partners’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	$1.23M	Sell	6,206 -70	-1%	-$16.3K	0.04%	80
2025 Q4	$1.68M	Buy	6,276 +177	+3%	+$45K	0.05%	59
2025 Q3	$1.5M	Sell	6,099 -101	-2%	-$26.3K	0.04%	61
2025 Q2	$1.85M	Hold	6,200	–	–	0.06%	52
2025 Q1	$1.93M	Sell	6,200 -875	-12%	-$309K	0.07%	46
2024 Q4	$2.49M	Buy	7,075 +5,562	+368%	+$2M	0.08%	41
2024 Q3	$535K	Buy	1,513 +69	+5%	+$22.7K	0.02%	100
2024 Q2	$438K	Sell	1,444 -275	-16%	-$84.2K	0.02%	92
2024 Q1	$596K	Buy	1,719 +63	+4%	+$23K	0.03%	84
2023 Q4	$581K	Sell	1,656 -8	-0.5%	-$2.58K	0.03%	94
2023 Q3	$511K	Hold	1,664	–	–	0.02%	102
2023 Q2	$516K	Sell	1,664 -15	-0.9%	-$4.36K	0.02%	112
2023 Q1	$480K	Hold	1,679	–	–	0.02%	114
2022 Q4	$448K	Hold	1,679	–	–	0.03%	107
2022 Q3	$432K	Hold	1,679	–	–	0.03%	108
2022 Q2	$466K	Hold	1,679	–	–	0.03%	103
2022 Q1	$566K	Sell	1,679 -21	-1%	-$7.08K	0.02%	102
2021 Q4	$705K	Buy	+1,700	New	+$620K	0.03%	101

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perfromance Wealth Partners's ACN Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Accenture (ACN) stake by 1.1% in Q1 2026, selling an estimated $16.3K and leaving 6,206 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #80.

Perfromance Wealth Partners first reported a position in ACN in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.49M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Perfromance Wealth Partners held 6,206 shares of Accenture worth $1.23M as of Q1 2026.
Perfromance Wealth Partners sold 70 Accenture shares in Q1 2026, an estimated $16.3K.
Accenture made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #80 holding.
Perfromance Wealth Partners first reported a position in Accenture in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's Accenture position peaked at $2.49M in Q4 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.