Sendero Wealth Management’s Accenture ACN Stock Holding History

Sendero 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	$391K	Buy	3,141 +1,855	+144%	+$322K	0.04%	172
2026 Q1	$255K	Sell	1,286 -116	-8%	-$27K	0.03%	189
2025 Q4	$376K	Buy	1,402 +500	+55%	+$127K	0.04%	171
2025 Q3	$222K	Buy	+902	New	+$235K	0.03%	182
2024 Q2	–	Sell	-4,789	Closed	-$1.66M	–	156
2024 Q1	$1.66M	Sell	4,789 -8,517	-64%	-$3.1M	0.29%	58
2023 Q4	$4.67M	Buy	13,306 +170	+1%	+$54.8K	0.88%	24
2023 Q3	$4.03M	Buy	13,136 +274	+2%	+$86.3K	0.87%	24
2023 Q2	$3.97M	Buy	12,862 +1,414	+12%	+$411K	0.87%	22
2023 Q1	$3.27M	Buy	11,448 +1,637	+17%	+$446K	1%	16
2022 Q4	$2.62M	Buy	9,811 +2,320	+31%	+$642K	0.93%	16
2022 Q3	$1.93M	Buy	+7,491	New	+$2.16M	0.8%	16

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

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

Sendero Wealth Management increased its Accenture (ACN) stake by 144% in Q2 2026, buying an estimated $322K and bringing the position to 3,141 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #172.

Sendero Wealth Management first reported a position in ACN in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.67M in Q4 2023. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Sendero Wealth Management held 3,141 shares of Accenture worth $391K as of Q2 2026.
Sendero Wealth Management bought 1,855 Accenture shares in Q2 2026, an estimated $322K.
Accenture made up 0.04% of Sendero Wealth Management's portfolio in Q2 2026, its #172 holding.
Sendero Wealth Management first reported a position in Accenture in Q3 2022 and has held it in 11 quarters since.
Sendero Wealth Management's Accenture position peaked at $4.67M in Q4 2023.
1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.