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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
Q2 		$624K Sell
5,016
-1,190
-19% -$207K 0.02% 128
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
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

Perfromance Wealth Partners's ACN Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Accenture (ACN) stake by 19% in Q2 2026, selling an estimated $207K and leaving 5,016 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #128.

Perfromance Wealth Partners first reported a position in ACN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.49M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Perfromance Wealth Partners held 5,016 shares of Accenture worth $624K as of Q2 2026.
  • Perfromance Wealth Partners sold 1,190 Accenture shares in Q2 2026, an estimated $207K.
  • Accenture made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Perfromance Wealth Partners first reported a position in Accenture in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Accenture position peaked at $2.49M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.