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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
Q2 		– Sell
-1,024
Closed -$203K – 62
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 $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 $3.38T AUM 44.17% 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

Sard Wealth Management Group's ACN Position: Q2 2026 in Review

Sard Wealth Management Group sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,024 shares — an estimated $203K sold.

Sard Wealth Management Group first reported a position in ACN in Q3 2025 and held it in 3 quarters. The position peaked at $276K in Q4 2025. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Sard Wealth Management Group reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Sard Wealth Management Group sold 1,024 Accenture shares in Q2 2026, an estimated $203K.
  • Sard Wealth Management Group first reported a position in Accenture in Q3 2025 and held it in 3 quarters.
  • Sard Wealth Management Group's Accenture position peaked at $276K in Q4 2025.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.