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Sard Wealth Management Group’s Accenture ACN Stock Holding History

Sard Wealth Management 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 		$203K Sell
1,024
-6
-0.6% -$1.4K 0.11% 59
2025
Q4 		$276K Buy
1,030
+3
+0.3% +$762 0.15% 47
2025
Q3 		$253K Buy
+1,027
New +$268K 0.14% 47

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

Sard Wealth Management Group's ACN Position: Q1 2026 in Review

Sard Wealth Management Group reduced its Accenture (ACN) stake by 0.58% in Q1 2026, selling an estimated $1.4K and leaving 1,024 shares worth $203K. The position accounts for 0.11% of the portfolio, ranked #59.

Sard Wealth Management Group first reported a position in ACN in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Sard Wealth Management Group held 1,024 shares of Accenture worth $203K as of Q1 2026.
  • Sard Wealth Management Group sold 6 Accenture shares in Q1 2026, an estimated $1.4K.
  • Accenture made up 0.11% of Sard Wealth Management Group's portfolio in Q1 2026, its #59 holding.
  • Sard Wealth Management Group first reported a position in Accenture in Q3 2025 and has held it in 3 quarters since.
  • Sard Wealth Management Group's Accenture position peaked at $276K in Q4 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.