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 Q2	$1.81M	Buy	6,085 +2,528	+71%	+$439K	1.86%	11
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schrum Private Wealth Management's ACN Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Accenture (ACN) stake by 71% in Q2 2026, buying an estimated $439K and bringing the position to 6,085 shares worth $1.81M. The position accounts for 1.86% of the portfolio, ranked #11.

Schrum Private Wealth Management first reported a position in ACN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.05M in Q3 2024. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Schrum Private Wealth Management held 6,085 shares of Accenture worth $1.81M as of Q2 2026.
Schrum Private Wealth Management bought 2,528 Accenture shares in Q2 2026, an estimated $439K.
Accenture made up 1.86% of Schrum Private Wealth Management's portfolio in Q2 2026, its #11 holding.
Schrum Private Wealth Management first reported a position in Accenture in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's Accenture position peaked at $4.05M in Q3 2024.
1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.