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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sendero Wealth Management reduced its Accenture (ACN) stake by 8.3% in Q1 2026, selling an estimated $27K and leaving 1,286 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #189.

Sendero Wealth Management first reported a position in ACN in Q3 2022 and has held it in 10 quarters since. The position peaked at $4.67M in Q4 2023. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Sendero Wealth Management held 1,286 shares of Accenture worth $255K as of Q1 2026.
Sendero Wealth Management sold 116 Accenture shares in Q1 2026, an estimated $27K.
Accenture made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #189 holding.
Sendero Wealth Management first reported a position in Accenture in Q3 2022 and has held it in 10 quarters since.
Sendero Wealth Management's Accenture position peaked at $4.67M in Q4 2023.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.