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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
Q2 		$311K Buy
1,879
+305
+19% +$53K 0.02% 436
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 $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

Triad Wealth Partners's ACN Position: Q2 2026 in Review

Triad Wealth Partners increased its Accenture (ACN) stake by 19% in Q2 2026, buying an estimated $53K and bringing the position to 1,879 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #436.

Triad Wealth Partners first reported a position in ACN in Q1 2024 and has held it in 8 quarters since. The position peaked at $395K in Q4 2024. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Triad Wealth Partners held 1,879 shares of Accenture worth $311K as of Q2 2026.
  • Triad Wealth Partners bought 305 Accenture shares in Q2 2026, an estimated $53K.
  • Accenture made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #436 holding.
  • Triad Wealth Partners first reported a position in Accenture in Q1 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's Accenture position peaked at $395K in Q4 2024.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.