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Schrum Private Wealth Management’s Accenture ACN Stock Holding History

Schrum Private 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 		$705K Sell
3,557
-871
-20% -$203K 0.54% 56
2025
Q4 		$1.19M Sell
4,428
-446
-9% -$113K 0.88% 29
2025
Q3 		$1.2M Sell
4,874
-901
-16% -$235K 0.88% 29
2025
Q2 		$1.73M Hold
5,775
– – 1.38% 19
2025
Q1 		$1.8M Sell
5,775
-115
-2% -$40.6K 1.58% 15
2024
Q4 		$2.07M Sell
5,890
-5,558
-49% -$2M 1.76% 12
2024
Q3 		$4.05M Buy
11,448
+5,038
+79% +$1.66M 2.09% 8
2024
Q2 		$1.94M Sell
6,410
-160
-2% -$49K 1.75% 12
2024
Q1 		$2.28M Buy
6,570
+719
+12% +$262K 2.07% 7
2023
Q4 		$2.05M Sell
5,851
-769
-12% -$248K 2.91% 6
2023
Q3 		$2.03M Sell
6,620
-810
-11% -$255K 2.32% 6
2023
Q2 		$2.29M Buy
7,430
+186
+3% +$54K 2.48% 7
2023
Q1 		$2.07M Sell
7,244
-75
-1% -$20.4K 2.39% 7
2022
Q4 		$1.95M Sell
7,319
-29
-0.4% -$8.02K 2.31% 8
2022
Q3 		$1.89M Buy
7,348
+4,451
+154% +$1.29M 2.39% 6
2022
Q2 		$804K Sell
2,897
-38
-1% -$11.4K 0.91% 30
2022
Q1 		$927K Buy
2,935
+96
+3% +$32.4K 0.93% 30
2021
Q4 		$1.18M Buy
+2,839
New +$1.03M 1.07% 24

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

Schrum Private Wealth Management's ACN Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Accenture (ACN) stake by 20% in Q1 2026, selling an estimated $203K and leaving 3,557 shares worth $705K. The position accounts for 0.54% of the portfolio, ranked #56.

Schrum Private Wealth Management first reported a position in ACN in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.05M in Q3 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Schrum Private Wealth Management held 3,557 shares of Accenture worth $705K as of Q1 2026.
  • Schrum Private Wealth Management sold 871 Accenture shares in Q1 2026, an estimated $203K.
  • Accenture made up 0.54% of Schrum Private Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Schrum Private Wealth Management first reported a position in Accenture in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Accenture position peaked at $4.05M in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.