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Principle Wealth Partners’s Accenture ACN Stock Holding History

Principle 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 		– Sell
-1,465
Closed -$290K – 399
2026
Q1 		$290K Sell
1,465
-185
-11% -$43.1K 0.02% 320
2025
Q4 		$443K Sell
1,650
-94
-5% -$23.9K 0.02% 257
2025
Q3 		$430K Sell
1,744
-1,185
-40% -$309K 0.03% 255
2025
Q2 		$875K Sell
2,929
-8,160
-74% -$2.49M 0.05% 173
2025
Q1 		$3.46M Sell
11,089
-475
-4% -$168K 0.25% 88
2024
Q4 		$4.07M Sell
11,564
-85
-0.7% -$30.6K 0.29% 79
2024
Q3 		$4.12M Sell
11,649
-320
-3% -$105K 0.29% 81
2024
Q2 		$3.63M Buy
11,969
+507
+4% +$155K 0.28% 85
2024
Q1 		$3.97M Sell
11,462
-128
-1% -$46.7K 0.31% 80
2023
Q4 		$4.07M Buy
11,590
+4,177
+56% +$1.35M 0.35% 73
2023
Q3 		$2.28M Buy
7,413
+2,040
+38% +$643K 0.23% 100
2023
Q2 		$1.66M Buy
5,373
+200
+4% +$58.1K 0.17% 111
2023
Q1 		$1.48M Buy
5,173
+3,325
+180% +$906K 0.16% 113
2022
Q4 		$493K Buy
1,848
+835
+82% +$231K 0.06% 192
2022
Q3 		$261K Buy
1,013
+75
+8% +$21.7K 0.02% 247
2022
Q2 		$260K Buy
938
+85
+10% +$25.5K 0.03% 266
2022
Q1 		$288K Sell
853
-32
-4% -$10.8K 0.03% 264
2021
Q4 		$367K Buy
885
+28
+3% +$10.2K 0.04% 241
2021
Q3 		$274K Hold
857
– – 0.03% 257
2021
Q2 		$253K Hold
857
– – 0.03% 281
2021
Q1 		$237K Hold
857
– – 0.03% 265
2020
Q4 		$224K Buy
+857
New +$205K 0.03% 260

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

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

Principle Wealth Partners sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,465 shares — an estimated $290K sold.

Principle Wealth Partners first reported a position in ACN in Q4 2020 and held it in 22 quarters. The position peaked at $4.12M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Principle Wealth Partners reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Principle Wealth Partners sold 1,465 Accenture shares in Q2 2026, an estimated $290K.
  • Principle Wealth Partners first reported a position in Accenture in Q4 2020 and held it in 22 quarters.
  • Principle Wealth Partners's Accenture position peaked at $4.12M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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