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Strategic Wealth Partners’s Accenture ACN Stock Holding History

Strategic Wealth Partners’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 		$591K Sell
4,748
-1,165
-20% -$202K 0.04% 183
2026
Q1 		$1.17M Sell
5,913
-3,509
-37% -$818K 0.08% 136
2025
Q4 		$2.53M Buy
9,422
+2,249
+31% +$571K 0.17% 98
2025
Q3 		$1.77M Sell
7,173
-6,015
-46% -$1.57M 0.13% 116
2025
Q2 		$3.94M Buy
+13,188
New +$4.02M 0.31% 78
2024
Q4 		$13.7M Buy
35,249
+5,607
+19% +$2.02M 1.14% 20
2024
Q3 		$10.5M Buy
29,642
+55
+0.2% +$18.1K 1.01% 23
2024
Q2 		$8.98M Buy
29,587
+3,774
+15% +$1.16M 0.94% 25
2024
Q1 		$8.95M Buy
25,813
+1,896
+8% +$691K 0.98% 23
2023
Q4 		$8.39M Buy
23,917
+3,187
+15% +$1.03M 1.03% 18
2023
Q3 		$6.37M Buy
20,730
+659
+3% +$208K 0.84% 22
2023
Q2 		$6.19M Buy
20,071
+4,067
+25% +$1.18M 0.8% 24
2023
Q1 		$4.57M Buy
16,004
+1,393
+10% +$380K 0.7% 30
2022
Q4 		$3.9M Buy
14,611
+689
+5% +$191K 0.72% 35
2022
Q3 		$3.58M Buy
13,922
+793
+6% +$229K 0.76% 30
2022
Q2 		$3.65M Buy
13,129
+1,816
+16% +$546K 0.79% 31
2022
Q1 		$3.81M Buy
11,313
+1,794
+19% +$605K 0.74% 35
2021
Q4 		$3.95M Sell
9,519
-42
-0.4% -$15.3K 0.75% 38
2021
Q3 		$3.06M Buy
9,561
+1,096
+13% +$357K 0.9% 24
2021
Q2 		$2.5M Buy
8,465
+2,723
+47% +$780K 0.81% 30
2021
Q1 		$1.59M Sell
5,742
-173
-3% -$44.7K 0.63% 38
2020
Q4 		$1.54M Sell
5,915
-286
-5% -$68.6K 0.65% 35
2020
Q3 		$1.4M Sell
6,201
-1,509
-20% -$346K 0.71% 36
2020
Q2 		$1.66M Buy
7,710
+3,048
+65% +$576K 0.86% 29
2020
Q1 		$982K Hold
4,662
– – 0.51% 58
2019
Q4 		$982K Buy
4,662
+603
+15% +$118K 0.51% 58
2019
Q3 		$21.9K Buy
4,059
+3,964
+4,173% +$767K 0.11% 112
2019
Q2 		$17K Buy
95
+23
+32% +$4.13K 0.01% 380
2019
Q1 		$13K Hold
72
– – 0.01% 455
2018
Q4 		$11K Buy
+72
New +$11.4K 0.01% 429

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

Strategic Wealth Partners's ACN Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Accenture (ACN) stake by 20% in Q2 2026, selling an estimated $202K and leaving 4,748 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #183.

Strategic Wealth Partners first reported a position in ACN in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.7M in Q4 2024. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Strategic Wealth Partners held 4,748 shares of Accenture worth $591K as of Q2 2026.
  • Strategic Wealth Partners sold 1,165 Accenture shares in Q2 2026, an estimated $202K.
  • Accenture made up 0.04% of Strategic Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • Strategic Wealth Partners first reported a position in Accenture in Q4 2018 and has held it in 30 quarters since.
  • Strategic Wealth Partners's Accenture position peaked at $13.7M in Q4 2024.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.