Perfromance Wealth Partners
ACN icon

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
Q3 		$811K Sell
4,421
-595
-12% -$101K 0.02% 103
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

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Perfromance Wealth Partners's ACN Position: Q3 2026 in Review

Perfromance Wealth Partners reduced its Accenture (ACN) stake by 12% in Q3 2026, selling an estimated $101K and leaving 4,421 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #103.

Perfromance Wealth Partners first reported a position in ACN in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.49M in Q4 2024. 1,652 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Perfromance Wealth Partners held 4,421 shares of Accenture worth $811K as of Q3 2026.
  • Perfromance Wealth Partners sold 595 Accenture shares in Q3 2026, an estimated $101K.
  • Accenture made up 0.02% of Perfromance Wealth Partners's portfolio in Q3 2026, its #103 holding.
  • Perfromance Wealth Partners first reported a position in Accenture in Q4 2021 and has held it in 20 quarters since.
  • Perfromance Wealth Partners's Accenture position peaked at $2.49M in Q4 2024.
  • 1,652 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.