SPW
ACN icon

Sonoma Private Wealth’s Accenture ACN Stock Holding History

Sonoma Private Wealth’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
-1,067
Closed -$212K – 73
2026
Q1 		$212K Sell
1,067
-69
-6% -$16.1K 0.26% 64
2025
Q4 		$305K Buy
1,136
+25
+2% +$6.35K 0.37% 59
2025
Q3 		$274K Buy
1,111
+11
+1% +$2.87K 0.33% 62
2025
Q2 		$329K Buy
1,100
+16
+1% +$4.87K 0.4% 56
2025
Q1 		$338K Buy
+1,084
New +$383K 0.47% 54

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

Sonoma Private Wealth's ACN Position: Q2 2026 in Review

Sonoma Private Wealth sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,067 shares — an estimated $212K sold.

Sonoma Private Wealth first reported a position in ACN in Q1 2025 and held it in 5 quarters. The position peaked at $338K in Q1 2025. 1,900 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Sonoma Private Wealth reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Sonoma Private Wealth sold 1,067 Accenture shares in Q2 2026, an estimated $212K.
  • Sonoma Private Wealth first reported a position in Accenture in Q1 2025 and held it in 5 quarters.
  • Sonoma Private Wealth's Accenture position peaked at $338K in Q1 2025.
  • 1,900 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.