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Strategies Wealth Advisors’s Accenture ACN Stock Holding History

Strategies Wealth Advisors’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
-1,363
Closed -$270K – 203
2026
Q1 		$270K Sell
1,363
-76
-5% -$17.7K 0.03% 150
2025
Q4 		$386K Sell
1,439
-85
-6% -$21.6K 0.04% 121
2025
Q3 		$376K Sell
1,524
-114
-7% -$29.7K 0.04% 132
2025
Q2 		$490K Sell
1,638
-92
-5% -$28K 0.05% 104
2025
Q1 		$540K Buy
+1,730
New +$611K 0.07% 85

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

Strategies Wealth Advisors's ACN Position: Q2 2026 in Review

Strategies Wealth Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,363 shares — an estimated $270K sold.

Strategies Wealth Advisors first reported a position in ACN in Q1 2025 and held it in 5 quarters. The position peaked at $540K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Strategies Wealth Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,363 Accenture shares in Q2 2026, an estimated $270K.
  • Strategies Wealth Advisors first reported a position in Accenture in Q1 2025 and held it in 5 quarters.
  • Strategies Wealth Advisors's Accenture position peaked at $540K in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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