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Strategic Wealth Investment Group’s Accenture ACN Stock Holding History

Strategic Wealth Investment Group’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 		$610K Hold
4,902
– – 0.07% 75
2026
Q1 		$972K Sell
4,902
-1
-0% -$233 0.12% 63
2025
Q4 		$1.32M Sell
4,903
-159
-3% -$40.4K 0.16% 61
2025
Q3 		$1.25M Buy
+5,062
New +$1.32M 0.11% 64

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

Strategic Wealth Investment Group's ACN Position: Q2 2026 in Review

Strategic Wealth Investment Group held its Accenture (ACN) position steady in Q2 2026 at 4,902 shares worth $610K. The position accounts for 0.07% of the portfolio, ranked #75.

Strategic Wealth Investment Group first reported a position in ACN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q4 2025. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Strategic Wealth Investment Group held 4,902 shares of Accenture worth $610K as of Q2 2026.
  • Strategic Wealth Investment Group left its Accenture share count unchanged in Q2 2026.
  • Accenture made up 0.07% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #75 holding.
  • Strategic Wealth Investment Group first reported a position in Accenture in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Investment Group's Accenture position peaked at $1.32M in Q4 2025.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.