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Sage Private Wealth Group’s Accenture ACN Stock Holding History

Sage Private Wealth Group’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 		$496K Buy
2,501
+443
+22% +$103K 0.25% 51
2025
Q4 		$552K Buy
2,058
+55
+3% +$14K 0.3% 45
2025
Q3 		$494K Buy
2,003
+535
+36% +$140K 0.27% 53
2025
Q2 		$439K Buy
1,468
+212
+17% +$64.6K 0.28% 49
2025
Q1 		$392K Buy
1,256
+79
+7% +$27.9K 0.3% 53
2024
Q4 		$414K Buy
1,177
+32
+3% +$11.5K 0.31% 45
2024
Q3 		$405K Sell
1,145
-23
-2% -$7.56K 0.32% 48
2024
Q2 		$354K Buy
1,168
+364
+45% +$112K 0.3% 54
2024
Q1 		$279K Buy
+804
New +$293K 0.22% 65
2022
Q4 		– Sell
-552
Closed -$142K – 48
2022
Q3 		$142K Hold
552
– – 0.19% 58
2022
Q2 		$153K Buy
552
+31
+6% +$9.31K 0.22% 54
2022
Q1 		$176K Buy
521
+57
+12% +$19.2K 0.17% 55
2021
Q4 		$192K Sell
464
-22
-5% -$8.02K 0.24% 51
2021
Q3 		$155K Hold
486
– – 0.21% 52
2021
Q2 		$143K Sell
486
-7
-1% -$2K 0.19% 56
2021
Q1 		$136K Hold
493
– – 0.23% 54
2020
Q4 		$129K Buy
+493
New +$118K 0.36% 49

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sage Private Wealth Group's ACN Position: Q1 2026 in Review

Sage Private Wealth Group increased its Accenture (ACN) stake by 22% in Q1 2026, buying an estimated $103K and bringing the position to 2,501 shares worth $496K. The position accounts for 0.25% of the portfolio, ranked #51.

Sage Private Wealth Group first reported a position in ACN in Q4 2020 and has held it in 17 quarters since. The position peaked at $552K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Sage Private Wealth Group held 2,501 shares of Accenture worth $496K as of Q1 2026.
  • Sage Private Wealth Group bought 443 Accenture shares in Q1 2026, an estimated $103K.
  • Accenture made up 0.25% of Sage Private Wealth Group's portfolio in Q1 2026, its #51 holding.
  • Sage Private Wealth Group first reported a position in Accenture in Q4 2020 and has held it in 17 quarters since.
  • Sage Private Wealth Group's Accenture position peaked at $552K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.