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Potentia Wealth’s Accenture ACN Stock Holding History

Potentia Wealth’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 		$217K Buy
1,093
+44
+4% +$10.3K 0.08% 85
2025
Q4 		$281K Hold
1,049
– – 0.1% 80
2025
Q3 		$259K Hold
1,049
– – 0.1% 86
2025
Q2 		$314K Hold
1,049
– – 0.18% 60
2025
Q1 		$327K Hold
1,049
– – 0.15% 73
2024
Q4 		$369K Buy
+1,049
New +$378K 0.16% 74

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

Potentia Wealth's ACN Position: Q1 2026 in Review

Potentia Wealth increased its Accenture (ACN) stake by 4.2% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,093 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #85.

Potentia Wealth first reported a position in ACN in Q4 2024 and has held it in 6 quarters since. The position peaked at $369K in Q4 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Potentia Wealth held 1,093 shares of Accenture worth $217K as of Q1 2026.
  • Potentia Wealth bought 44 Accenture shares in Q1 2026, an estimated $10.3K.
  • Accenture made up 0.08% of Potentia Wealth's portfolio in Q1 2026, its #85 holding.
  • Potentia Wealth first reported a position in Accenture in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Accenture position peaked at $369K in Q4 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.