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Private Wealth Partners’s Accenture ACN Stock Holding History

Private 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 		$497K Sell
3,994
-2,044
-34% -$355K 0.04% 128
2026
Q1 		$1.2M Buy
6,038
+2,453
+68% +$572K 0.09% 92
2025
Q4 		$962K Hold
3,585
– – 0.07% 101
2025
Q3 		$884K Sell
3,585
-1
-0% -$261 0.06% 104
2025
Q2 		$1.07M Hold
3,586
– – 0.08% 93
2025
Q1 		$1.12M Buy
3,586
+16
+0.4% +$5.65K 0.09% 85
2024
Q4 		$1.26M Sell
3,570
-95
-3% -$34.2K 0.1% 86
2024
Q3 		$1.3M Hold
3,665
– – 0.1% 80
2024
Q2 		$1.11M Sell
3,665
-50
-1% -$15.3K 0.08% 87
2024
Q1 		$1.29M Buy
3,715
+345
+10% +$126K 0.1% 76
2023
Q4 		$1.18M Hold
3,370
– – 0.1% 78
2023
Q3 		$1.03M Hold
3,370
– – 0.1% 76
2023
Q2 		$1.04M Hold
3,370
– – 0.1% 76
2023
Q1 		$963K Buy
+3,370
New +$919K 0.1% 84
2016
Q4 		– Sell
-1,833
Closed -$224K – 112
2016
Q3 		$224K Sell
1,833
-100
-5% -$11.4K 0.05% 109
2016
Q2 		$219K Hold
1,933
– – 0.05% 116
2016
Q1 		$223K Sell
1,933
-581
-23% -$59.7K 0.05% 116
2015
Q4 		$263K Sell
2,514
-150
-6% -$15.8K 0.06% 110
2015
Q3 		$262K Sell
2,664
-750
-22% -$74.4K 0.07% 114
2015
Q2 		$330K Buy
3,414
+14
+0.4% +$1.34K 0.07% 116
2015
Q1 		$319K Buy
3,400
+144
+4% +$12.9K 0.07% 123
2014
Q4 		$291K Hold
3,256
– – 0.07% 124
2014
Q3 		$265K Hold
3,256
– – 0.06% 149
2014
Q2 		$263K Hold
3,256
– – 0.06% 141
2014
Q1 		$260K Hold
3,256
– – 0.06% 139
2013
Q4 		$268K Hold
3,256
– – 0.06% 152
2013
Q3 		$240K Hold
3,256
– – 0.06% 154
2013
Q2 		$234K Buy
+3,256
New +$259K 0.06% 159

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

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

Private Wealth Partners reduced its Accenture (ACN) stake by 34% in Q2 2026, selling an estimated $355K and leaving 3,994 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #128.

Private Wealth Partners first reported a position in ACN in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.3M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Private Wealth Partners held 3,994 shares of Accenture worth $497K as of Q2 2026.
  • Private Wealth Partners sold 2,044 Accenture shares in Q2 2026, an estimated $355K.
  • Accenture made up 0.04% of Private Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Private Wealth Partners first reported a position in Accenture in Q2 2013 and has held it in 28 quarters since.
  • Private Wealth Partners's Accenture position peaked at $1.3M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.