TRB Wealth Management’s Accenture ACN Stock Holding History

TRB 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	–	Sell	-2,065	Closed	-$409K	–	297
2026 Q1	$409K	Buy	+2,065	New	+$481K	0.06%	163

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TRB Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 2,065 shares — an estimated $409K sold.

TRB Wealth Management first reported a position in ACN in Q1 2026 and held it in 1 quarter. The position peaked at $409K in Q1 2026. 1,885 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

TRB Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
TRB Wealth Management sold 2,065 Accenture shares in Q2 2026, an estimated $409K.
TRB Wealth Management first reported a position in Accenture in Q1 2026 and held it in 1 quarter.
TRB Wealth Management's Accenture position peaked at $409K in Q1 2026.
1,885 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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