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Segment Wealth Management’s Accenture ACN Stock Holding History

Segment 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 		– Sell
-46,718
Closed -$12.5M – 310
2025
Q4 		$12.5M Buy
46,718
+936
+2% +$238K 0.73% 47
2025
Q3 		$11.3M Buy
45,782
+938
+2% +$245K 0.68% 49
2025
Q2 		$13.4M Buy
44,844
+529
+1% +$161K 0.85% 46
2025
Q1 		$13.8M Buy
44,315
+1,331
+3% +$470K 0.94% 39
2024
Q4 		$15.1M Hold
42,984
– – 1.03% 33
2024
Q3 		$15.2M Buy
42,984
+157
+0.4% +$51.6K 1.04% 36
2024
Q2 		$13M Buy
42,827
+2,693
+7% +$825K 0.96% 41
2024
Q1 		$13.9M Buy
40,134
+1,160
+3% +$423K 1.06% 33
2023
Q4 		$13.7M Buy
38,974
+2,249
+6% +$725K 1.21% 23
2023
Q3 		$11.3M Buy
36,725
+466
+1% +$147K 1.15% 27
2023
Q2 		$11.2M Sell
36,259
-1,266
-3% -$368K 1.15% 31
2023
Q1 		$10.7M Buy
37,525
+411
+1% +$112K 1.21% 32
2022
Q4 		$9.9M Sell
37,114
-300
-0.8% -$83K 1.15% 37
2022
Q3 		$9.63M Buy
37,414
+1,421
+4% +$411K 1.2% 25
2022
Q2 		$9.99M Sell
35,993
-2,226
-6% -$669K 1.27% 27
2022
Q1 		$12.9M Buy
38,219
+1,639
+4% +$553K 1.33% 13
2021
Q4 		$15.2M Buy
36,580
+4
+0% +$1.46K 1.59% 9
2021
Q3 		$11.7M Sell
36,576
-196
-0.5% -$63.8K 1.39% 12
2021
Q2 		$10.8M Buy
36,772
+857
+2% +$245K 1.29% 13
2021
Q1 		$9.92M Buy
35,915
+227
+0.6% +$58.7K 1.32% 14
2020
Q4 		$9.32M Sell
35,688
-1,454
-4% -$349K 1.35% 12
2020
Q3 		$8.39M Sell
37,142
-371
-1% -$85K 1.36% 16
2020
Q2 		$8.05M Buy
37,513
+40
+0.1% +$7.57K 1.49% 10
2020
Q1 		$6.12M Buy
37,473
+698
+2% +$134K 1.36% 16
2019
Q4 		$7.74M Buy
36,775
+1,703
+5% +$332K 1.31% 13
2019
Q3 		$6.75M Buy
35,072
+580
+2% +$112K 1.32% 17
2019
Q2 		$6.37M Buy
34,492
+678
+2% +$122K 1.3% 18
2019
Q1 		$5.95M Buy
33,814
+718
+2% +$113K 1.26% 15
2018
Q4 		$4.67M Sell
33,096
-409
-1% -$64.7K 1.18% 23
2018
Q3 		$5.7M Buy
33,505
+3,353
+11% +$558K 1.24% 16
2018
Q2 		$4.93M Buy
30,152
+586
+2% +$91.1K 1.16% 19
2018
Q1 		$4.54M Buy
29,566
+1,252
+4% +$198K 1.13% 23
2017
Q4 		$4.33M Buy
28,314
+711
+3% +$103K 1.05% 26
2017
Q3 		$3.73M Sell
27,603
-629
-2% -$82K 0.99% 27
2017
Q2 		$3.49M Buy
28,232
+460
+2% +$56K 0.96% 27
2017
Q1 		$3.33M Buy
27,772
+817
+3% +$97.5K 1.08% 24
2016
Q4 		$3.16M Buy
26,955
+629
+2% +$74.7K 1.16% 23
2016
Q3 		$3.22M Buy
26,326
+380
+1% +$43.3K 1.27% 22
2016
Q2 		$2.94M Sell
25,946
-2,857
-10% -$331K 1.21% 31
2016
Q1 		$3.32M Buy
28,803
+683
+2% +$70.2K 1.24% 29
2015
Q4 		$2.94M Buy
28,120
+16,820
+149% +$1.78M 1.11% 30
2015
Q3 		$1.11M Hold
11,300
– – 0.42% 65
2015
Q2 		$1.09M Hold
11,300
– – 0.38% 70
2015
Q1 		$1.06M Hold
11,300
– – 0.35% 69
2014
Q4 		$1.01M Sell
11,300
-124
-1% -$10.3K 0.39% 67
2014
Q3 		$929K Buy
11,424
+58
+0.5% +$4.65K 0.35% 74
2014
Q2 		$919K Buy
11,366
+44
+0.4% +$3.53K 0.36% 73
2014
Q1 		$903K Hold
11,322
– – 0.42% 69
2013
Q4 		$931K Hold
11,322
– – 0.46% 67
2013
Q3 		$834K Sell
11,322
-140
-1% -$10.4K 0.45% 65
2013
Q2 		$825K Buy
+11,462
New +$911K 0.49% 59

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

Segment Wealth Management's ACN Position: Q1 2026 in Review

Segment Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 46,718 shares — an estimated $12.5M sold.

Segment Wealth Management first reported a position in ACN in Q2 2013 and held it in 51 quarters. The position peaked at $15.2M in Q3 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Segment Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 46,718 Accenture shares in Q1 2026, an estimated $12.5M.
  • Segment Wealth Management first reported a position in Accenture in Q2 2013 and held it in 51 quarters.
  • Segment Wealth Management's Accenture position peaked at $15.2M in Q3 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.