TWM
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Tradition Wealth Management’s Accenture ACN Stock Holding History

Tradition 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 		$852K Buy
6,849
+125
+2% +$21.7K 0.05% 232
2026
Q1 		$1.33M Buy
6,724
+34
+0.5% +$7.92K 0.09% 176
2025
Q4 		$1.79M Sell
6,690
-1,290
-16% -$328K 0.13% 143
2025
Q3 		$1.97M Sell
7,980
-10
-0.1% -$2.61K 0.15% 134
2025
Q2 		$2.39M Sell
7,990
-7
-0.1% -$2.13K 0.19% 108
2025
Q1 		$2.5M Sell
7,997
-2,984
-27% -$1.05M 0.22% 94
2024
Q4 		$3.86M Buy
10,981
+30
+0.3% +$10.8K 0.34% 71
2024
Q3 		$3.87M Buy
10,951
+29
+0.3% +$9.54K 0.35% 68
2024
Q2 		$3.31M Buy
10,922
+112
+1% +$34.3K 0.32% 71
2024
Q1 		$3.75M Sell
10,810
-8
-0.1% -$2.92K 0.38% 65
2023
Q4 		$3.8M Buy
10,818
+9
+0.1% +$2.9K 0.4% 56
2023
Q3 		$3.32M Buy
10,809
+8,795
+437% +$2.77M 0.4% 58
2023
Q2 		$621K Buy
2,014
+9
+0.4% +$2.62K 0.07% 153
2023
Q1 		$573K Buy
2,005
+21
+1% +$5.72K 0.07% 159
2022
Q4 		$529K Buy
1,984
+12
+0.6% +$3.32K 0.07% 156
2022
Q3 		$507K Buy
1,972
+645
+49% +$186K 0.08% 155
2022
Q2 		$368K Hold
1,327
– – 0.05% 191
2022
Q1 		$448K Sell
1,327
-202
-13% -$68.1K 0.06% 204
2021
Q4 		$634K Buy
1,529
+2
+0.1% +$729 0.08% 161
2021
Q3 		$489K Sell
1,527
-400
-21% -$130K 0.07% 172
2021
Q2 		$568K Buy
+1,927
New +$552K 0.09% 167

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

Tradition Wealth Management's ACN Position: Q2 2026 in Review

Tradition Wealth Management increased its Accenture (ACN) stake by 1.9% in Q2 2026, buying an estimated $21.7K and bringing the position to 6,849 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #232.

Tradition Wealth Management first reported a position in ACN in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.87M in Q3 2024. 1,903 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Tradition Wealth Management held 6,849 shares of Accenture worth $852K as of Q2 2026.
  • Tradition Wealth Management bought 125 Accenture shares in Q2 2026, an estimated $21.7K.
  • Accenture made up 0.05% of Tradition Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Tradition Wealth Management first reported a position in Accenture in Q2 2021 and has held it in 21 quarters since.
  • Tradition Wealth Management's Accenture position peaked at $3.87M in Q3 2024.
  • 1,903 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.