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Sax Wealth Advisors’s Accenture ACN Stock Holding History

Sax Wealth Advisors’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 		$545K Sell
2,751
-262
-9% -$45.5K 0.02% 320
2026
Q1 		$808K Sell
3,013
-190
-6% -$44.3K 0.04% 221
2025
Q4 		$859K Buy
3,203
+97
+3% +$24.6K 0.04% 221
2025
Q3 		$766K Sell
3,106
-283
-8% -$73.8K 0.04% 212
2025
Q2 		$1.01M Buy
3,389
+135
+4% +$41.1K 0.06% 175
2025
Q1 		$1.02M Buy
+3,254
New +$1.15M 0.07% 140

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sax Wealth Advisors's ACN Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Accenture (ACN) stake by 8.7% in Q2 2026, selling an estimated $45.5K and leaving 2,751 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #320.

Sax Wealth Advisors first reported a position in ACN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2025. 409 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Sax Wealth Advisors held 2,751 shares of Accenture worth $545K as of Q2 2026.
  • Sax Wealth Advisors sold 262 Accenture shares in Q2 2026, an estimated $45.5K.
  • Accenture made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #320 holding.
  • Sax Wealth Advisors first reported a position in Accenture in Q1 2025 and has held it in 6 quarters since.
  • Sax Wealth Advisors's Accenture position peaked at $1.02M in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.