Selective Wealth Management’s Accenture ACN Stock Holding History

Selective 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	$365K	Buy	2,542 +41	+2%	+$7.12K	0.1%	102
2026 Q1	$451K	Buy	2,501 +1	+0%	+$233	0.13%	82
2025 Q4	$719K	Buy	2,500 +5	+0.2%	+$1.27K	0.22%	46
2025 Q3	$627K	Hold	2,495	–	–	0.2%	52
2025 Q2	$742K	Sell	2,495 -2,646	-51%	-$806K	0.27%	42
2025 Q1	$1.46M	Buy	5,141 +90	+2%	+$31.8K	0.64%	23
2024 Q4	$1.76M	Hold	5,051	–	–	0.72%	22
2024 Q3	$1.82M	Buy	5,051 +76	+2%	+$25K	0.76%	20
2024 Q2	$1.48M	Sell	4,975 -38	-0.8%	-$11.6K	0.65%	26
2024 Q1	$1.63M	Buy	5,013 +187	+4%	+$68.2K	0.71%	24
2023 Q4	$1.63M	Buy	+4,826	New	+$1.56M	0.82%	23
2022 Q4	–	Sell	-216	Closed	-$56K	–	132
2022 Q3	$56K	Buy	216 +10	+5%	+$2.89K	0.02%	285
2022 Q2	$57K	Sell	206 -150	-42%	-$45.1K	0.02%	301
2022 Q1	$120K	Buy	356 +50	+16%	+$16.9K	0.04%	188
2021 Q4	$127K	Buy	306 +100	+49%	+$36.4K	0.05%	166
2021 Q3	$66K	Hold	206	–	–	0.04%	230
2021 Q2	$61K	Hold	206	–	–	0.05%	169
2021 Q1	$57K	Hold	206	–	–	0.05%	116
2020 Q4	$54K	Hold	206	–	–	0.03%	108
2020 Q3	$47K	Hold	206	–	–	0.04%	100
2020 Q2	$44K	Buy	+206	New	+$39K	0.04%	114

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

Selective Wealth Management's ACN Position: Q2 2026 in Review

Selective Wealth Management increased its Accenture (ACN) stake by 1.6% in Q2 2026, buying an estimated $7.12K and bringing the position to 2,542 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #102.

Selective Wealth Management first reported a position in ACN in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.82M in Q3 2024. 1,900 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Selective Wealth Management held 2,542 shares of Accenture worth $365K as of Q2 2026.
Selective Wealth Management bought 41 Accenture shares in Q2 2026, an estimated $7.12K.
Accenture made up 0.1% of Selective Wealth Management's portfolio in Q2 2026, its #102 holding.
Selective Wealth Management first reported a position in Accenture in Q2 2020 and has held it in 21 quarters since.
Selective Wealth Management's Accenture position peaked at $1.82M in Q3 2024.
1,900 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.