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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SHP Wealth Management reduced its Accenture (ACN) stake by 15% in Q1 2026, selling an estimated $24.7K and leaving 578 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #359.

SHP Wealth Management first reported a position in ACN in Q4 2025 and has held it in 2 quarters since. The position peaked at $184K in Q4 2025. 2,156 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • SHP Wealth Management held 578 shares of Accenture worth $115K as of Q1 2026.
  • SHP Wealth Management sold 106 Accenture shares in Q1 2026, an estimated $24.7K.
  • Accenture made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #359 holding.
  • SHP Wealth Management first reported a position in Accenture in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Accenture position peaked at $184K in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.