RKL Wealth Management’s Accenture ACN Stock Holding History

RKL Wealth 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	–	Sell	-784	Closed	-$210K	–	180
2025 Q4	$210K	Buy	+784	New	+$199K	0.02%	178
2025 Q3	–	Sell	-811	Closed	-$242K	–	179
2025 Q2	$242K	Buy	811 +27	+3%	+$8.22K	0.02%	166
2025 Q1	$245K	Sell	784 -11	-1%	-$3.88K	0.02%	162
2024 Q4	$280K	Sell	795 -15	-2%	-$5.4K	0.02%	148
2024 Q3	$286K	Hold	810	–	–	0.03%	133
2024 Q2	$246K	Buy	+810	New	+$248K	0.02%	135

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

RKL Wealth Management's ACN Position: Q1 2026 in Review

RKL Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 784 shares — an estimated $210K sold.

RKL Wealth Management first reported a position in ACN in Q2 2024 and held it in 6 quarters. The position peaked at $286K in Q3 2024. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

RKL Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
RKL Wealth Management sold 784 Accenture shares in Q1 2026, an estimated $210K.
RKL Wealth Management first reported a position in Accenture in Q2 2024 and held it in 6 quarters.
RKL Wealth Management's Accenture position peaked at $286K in Q3 2024.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.