Private Wealth Asset Management’s Accenture ACN Stock Holding History

Private Wealth Asset 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	$4.19M	Sell	21,112 -1,006	-5%	-$234K	0.45%	46
2025 Q4	$5.93M	Buy	22,118 +129	+0.6%	+$32.8K	0.65%	37
2025 Q3	$5.42M	Buy	21,989 +665	+3%	+$173K	0.64%	34
2025 Q2	$6.37M	Sell	21,324 -348	-2%	-$106K	0.85%	26
2025 Q1	$6.76M	Buy	+21,672	New	+$7.65M	0.97%	21

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Wealth Asset Management's ACN Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Accenture (ACN) stake by 4.5% in Q1 2026, selling an estimated $234K and leaving 21,112 shares worth $4.19M. The position accounts for 0.45% of the portfolio, ranked #46.

Private Wealth Asset Management first reported a position in ACN in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.76M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Private Wealth Asset Management held 21,112 shares of Accenture worth $4.19M as of Q1 2026.
Private Wealth Asset Management sold 1,006 Accenture shares in Q1 2026, an estimated $234K.
Accenture made up 0.45% of Private Wealth Asset Management's portfolio in Q1 2026, its #46 holding.
Private Wealth Asset Management first reported a position in Accenture in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Accenture position peaked at $6.76M in Q1 2025.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.