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Smith Salley Wealth Management’s Accenture ACN Stock Holding History

Smith Salley 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 		– Sell
-56,346
Closed -$11.2M – 276
2026
Q1 		$11.2M Buy
56,346
+1,660
+3% +$387K 0.56% 51
2025
Q4 		$14.7M Sell
54,686
-2,856
-5% -$726K 0.73% 42
2025
Q3 		$14.2M Buy
57,542
+1,417
+3% +$369K 0.73% 41
2025
Q2 		$16.8M Buy
56,125
+1,789
+3% +$545K 0.97% 34
2025
Q1 		$17M Buy
54,336
+774
+1% +$273K 1.11% 30
2024
Q4 		$18.8M Buy
53,562
+1,204
+2% +$433K 1.21% 26
2024
Q3 		$18.5M Buy
52,358
+5,166
+11% +$1.7M 1.21% 28
2024
Q2 		$14.3M Buy
47,192
+2,969
+7% +$910K 1.03% 33
2024
Q1 		$15.3M Sell
44,223
-12,739
-22% -$4.64M 1.19% 31
2023
Q4 		$20M Buy
56,962
+1,805
+3% +$582K 1.29% 28
2023
Q3 		$16.9M Buy
55,157
+1,908
+4% +$601K 1.26% 27
2023
Q2 		$16.4M Sell
53,249
-274
-0.5% -$79.6K 1.21% 30
2023
Q1 		$15.3M Buy
53,523
+554
+1% +$151K 1.22% 30
2022
Q4 		$14.1M Buy
52,969
+210
+0.4% +$58.1K 1.21% 29
2022
Q3 		$13.6M Buy
52,759
+704
+1% +$203K 1.26% 30
2022
Q2 		$14.5M Buy
52,055
+2,046
+4% +$615K 1.25% 30
2022
Q1 		$16.9M Buy
50,009
+683
+1% +$230K 1.27% 29
2021
Q4 		$20.4M Buy
49,326
+109
+0.2% +$39.7K 1.45% 20
2021
Q3 		$15.7M Buy
49,217
+667
+1% +$217K 1.24% 28
2021
Q2 		$14.3M Sell
48,550
-12,808
-21% -$3.67M 1.16% 34
2021
Q1 		$16.9M Buy
61,358
+4,064
+7% +$1.05M 1.52% 21
2020
Q4 		$15M Buy
57,294
+2,550
+5% +$611K 1.52% 21
2020
Q3 		$12.4M Buy
54,744
+826
+2% +$189K 1.5% 21
2020
Q2 		$11.6M Buy
53,918
+16,017
+42% +$3.03M 1.55% 19
2020
Q1 		$6.19M Buy
+37,901
New +$7.3M 1.03% 37

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 $3.37T AUM 44.26% 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

Smith Salley Wealth Management's ACN Position: Q2 2026 in Review

Smith Salley Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 56,346 shares — an estimated $11.2M sold.

Smith Salley Wealth Management first reported a position in ACN in Q1 2020 and held it in 25 quarters. The position peaked at $20.4M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Smith Salley Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 56,346 Accenture shares in Q2 2026, an estimated $11.2M.
  • Smith Salley Wealth Management first reported a position in Accenture in Q1 2020 and held it in 25 quarters.
  • Smith Salley Wealth Management's Accenture position peaked at $20.4M in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.