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SHP Wealth Management’s Accenture ACN Stock Holding History

SHP 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 		$70.6K Sell
568
-10
-2% -$1.74K ﹤0.01% 470
2026
Q1 		$115K Sell
578
-106
-15% -$24.7K 0.01% 359
2025
Q4 		$184K Buy
+684
New +$174K 0.01% 266

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SHP Wealth Management reduced its Accenture (ACN) stake by 1.7% in Q2 2026, selling an estimated $1.74K and leaving 568 shares worth $70.6K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

SHP Wealth Management first reported a position in ACN in Q4 2025 and has held it in 3 quarters since. The position peaked at $184K in Q4 2025. 1,908 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • SHP Wealth Management held 568 shares of Accenture worth $70.6K as of Q2 2026.
  • SHP Wealth Management sold 10 Accenture shares in Q2 2026, an estimated $1.74K.
  • Accenture made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #470 holding.
  • SHP Wealth Management first reported a position in Accenture in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Accenture position peaked at $184K in Q4 2025.
  • 1,908 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.