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Triad Wealth Partners’s Accenture ACN Stock Holding History

Triad 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
Q1 		$312K Buy
1,574
+445
+39% +$104K 0.02% 387
2025
Q4 		$303K Buy
+1,129
New +$287K 0.03% 382
2025
Q3 		– Sell
-761
Closed -$227K – 367
2025
Q2 		$227K Buy
761
+71
+10% +$21.6K 0.05% 260
2025
Q1 		$215K Sell
690
-434
-39% -$153K 0.07% 201
2024
Q4 		$395K Buy
+1,124
New +$405K 0.14% 110
2024
Q3 		– Sell
-931
Closed -$282K – 57
2024
Q2 		$282K Buy
931
+102
+12% +$31.2K 0.15% 68
2024
Q1 		$287K Buy
+829
New +$302K 0.22% 45

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

Triad Wealth Partners's ACN Position: Q1 2026 in Review

Triad Wealth Partners increased its Accenture (ACN) stake by 39% in Q1 2026, buying an estimated $104K and bringing the position to 1,574 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #387.

Triad Wealth Partners first reported a position in ACN in Q1 2024 and has held it in 7 quarters since. The position peaked at $395K in Q4 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Triad Wealth Partners held 1,574 shares of Accenture worth $312K as of Q1 2026.
  • Triad Wealth Partners bought 445 Accenture shares in Q1 2026, an estimated $104K.
  • Accenture made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #387 holding.
  • Triad Wealth Partners first reported a position in Accenture in Q1 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Accenture position peaked at $395K in Q4 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.