WAG
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Wallace Advisory Group’s Accenture ACN Stock Holding History

Wallace Advisory Group’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 		– Sell
-1,267
Closed -$340K – 126
2025
Q4 		$340K Sell
1,267
-599
-32% -$152K 0.36% 76
2025
Q3 		$558K Sell
1,866
-543
-23% -$142K 0.45% 64
2025
Q2 		$752K Buy
2,409
+56
+2% +$17.1K 0.55% 46
2025
Q1 		$828K Sell
2,353
-190
-7% -$67.1K 0.57% 46
2024
Q4 		$899K Sell
2,543
-460
-15% -$166K 0.62% 40
2024
Q3 		$911K Sell
3,003
-63
-2% -$20.7K 0.67% 36
2024
Q2 		$930K Sell
3,066
-278
-8% -$85.2K 0.67% 36
2024
Q1 		$1.17M Sell
3,344
-2
-0.1% -$729 0.88% 26
2023
Q4 		$1.03M Sell
3,346
-225
-6% -$72.5K 0.8% 28
2023
Q3 		$1.1M Buy
3,571
+178
+5% +$56.1K 0.79% 29
2023
Q2 		$970K Hold
3,393
– – 0.74% 33
2023
Q1 		$970K Buy
3,393
+297
+10% +$81K 0.74% 33
2022
Q4 		$826K Buy
+3,096
New +$856K 0.65% 39

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

Wallace Advisory Group's ACN Position: Q1 2026 in Review

Wallace Advisory Group sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,267 shares — an estimated $340K sold.

Wallace Advisory Group first reported a position in ACN in Q4 2022 and held it in 13 quarters. The position peaked at $1.17M in Q1 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Wallace Advisory Group reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Wallace Advisory Group sold 1,267 Accenture shares in Q1 2026, an estimated $340K.
  • Wallace Advisory Group first reported a position in Accenture in Q4 2022 and held it in 13 quarters.
  • Wallace Advisory Group's Accenture position peaked at $1.17M in Q1 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.