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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
Q2 		– Sell
-1,093
Closed -$217K – 61
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 $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

Potentia Wealth's ACN Position: Q2 2026 in Review

Potentia Wealth sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,093 shares — an estimated $217K sold.

Potentia Wealth first reported a position in ACN in Q4 2024 and held it in 6 quarters. The position peaked at $369K in Q4 2024. 1,905 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Potentia Wealth reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 1,093 Accenture shares in Q2 2026, an estimated $217K.
  • Potentia Wealth first reported a position in Accenture in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's Accenture position peaked at $369K in Q4 2024.
  • 1,905 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.