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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's ACN Position: Q1 2026 in Review

Tradition Wealth Management increased its Accenture (ACN) stake by 0.51% in Q1 2026, buying an estimated $7.92K and bringing the position to 6,724 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #176.

Tradition Wealth Management first reported a position in ACN in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.87M in Q3 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Tradition Wealth Management held 6,724 shares of Accenture worth $1.33M as of Q1 2026.
  • Tradition Wealth Management bought 34 Accenture shares in Q1 2026, an estimated $7.92K.
  • Accenture made up 0.09% of Tradition Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Tradition Wealth Management first reported a position in Accenture in Q2 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's Accenture position peaked at $3.87M in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.