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Perigon Wealth Management’s Accenture ACN Stock Holding History

Perigon 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 		$1.26M Sell
6,370
-1,239
-16% -$289K 0.02% 464
2025
Q4 		$2.04M Buy
7,609
+2,065
+37% +$525K 0.04% 367
2025
Q3 		$1.37M Sell
5,544
-591
-10% -$154K 0.03% 432
2025
Q2 		$1.83M Sell
6,135
-248
-4% -$75.5K 0.04% 350
2025
Q1 		$1.99M Sell
6,383
-1,187
-16% -$419K 0.05% 306
2024
Q4 		$2.65M Sell
7,570
-1,506
-17% -$542K 0.07% 267
2024
Q3 		$3.21M Sell
9,076
-4,829
-35% -$1.59M 0.08% 217
2024
Q2 		$4.22M Sell
13,905
-296
-2% -$90.7K 0.12% 155
2024
Q1 		$4.92M Sell
14,201
-316
-2% -$115K 0.15% 142
2023
Q4 		$5.09M Sell
14,517
-239
-2% -$77.1K 0.17% 127
2023
Q3 		$4.53M Sell
14,756
-283
-2% -$89.2K 0.18% 121
2023
Q2 		$4.64M Buy
15,039
+10,445
+227% +$3.04M 0.18% 123
2023
Q1 		$1.31M Sell
4,594
-7
-0.2% -$1.91K 0.07% 227
2022
Q4 		$1.23M Buy
4,601
+1,763
+62% +$488K 0.08% 233
2022
Q3 		$730K Sell
2,838
-296
-9% -$85.5K 0.06% 255
2022
Q2 		$870K Buy
3,134
+366
+13% +$110K 0.07% 229
2022
Q1 		$933K Buy
2,768
+343
+14% +$116K 0.07% 244
2021
Q4 		$1M Buy
2,425
+455
+23% +$166K 0.07% 223
2021
Q3 		$630K Buy
1,970
+100
+5% +$32.5K 0.05% 267
2021
Q2 		$551K Sell
1,870
-122
-6% -$34.9K 0.05% 287
2021
Q1 		$550K Buy
1,992
+149
+8% +$38.5K 0.06% 270
2020
Q4 		$481K Buy
1,843
+170
+10% +$40.8K 0.06% 259
2020
Q3 		$378K Buy
1,673
+379
+29% +$86.8K 0.05% 259
2020
Q2 		$278K Hold
1,294
– – 0.04% 281
2020
Q1 		$230K Buy
+1,294
New +$249K 0.04% 280
2018
Q4 		– Sell
-1,231
Closed -$210K – 222
2018
Q3 		$210K Sell
1,231
-778
-39% -$130K 0.05% 231
2018
Q2 		$329K Buy
2,009
+1,692
+534% +$263K 0.1% 172
2018
Q1 		$49K Buy
317
+7
+2% +$1.11K 0.02% 310
2017
Q4 		$47K Sell
310
-3,805
-92% -$551K 0.02% 296
2017
Q3 		$556K Sell
4,115
-7,637
-65% -$995K 0.18% 107
2017
Q2 		$1.45M Buy
11,752
+204
+2% +$24.9K 0.32% 95
2017
Q1 		$1.38M Buy
11,548
+1,049
+10% +$125K 0.29% 99
2016
Q4 		$1.3M Buy
10,499
+5,887
+128% +$699K 0.28% 98
2016
Q3 		$563K Sell
4,612
-1,225
-21% -$140K 0.14% 140
2016
Q2 		$661K Buy
5,837
+466
+9% +$54K 0.18% 124
2016
Q1 		$673K Hold
5,371
– – 0.21% 95
2015
Q4 		$561K Buy
5,371
+1,634
+44% +$172K 0.15% 132
2015
Q3 		$367K Buy
+3,737
New +$371K 0.11% 152

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Perigon Wealth Management's ACN Position: Q1 2026 in Review

Perigon Wealth Management reduced its Accenture (ACN) stake by 16% in Q1 2026, selling an estimated $289K and leaving 6,370 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #464.

Perigon Wealth Management first reported a position in ACN in Q3 2015 and has held it in 38 quarters since. The position peaked at $5.09M in Q4 2023. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Perigon Wealth Management held 6,370 shares of Accenture worth $1.26M as of Q1 2026.
  • Perigon Wealth Management sold 1,239 Accenture shares in Q1 2026, an estimated $289K.
  • Accenture made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #464 holding.
  • Perigon Wealth Management first reported a position in Accenture in Q3 2015 and has held it in 38 quarters since.
  • Perigon Wealth Management's Accenture position peaked at $5.09M in Q4 2023.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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