Walser Wealth Management’s Accenture ACN Stock Holding History

Walser 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	-1,285	Closed	-$255K	–	216
2026 Q1	$255K	Buy	+1,285	New	+$299K	0.11%	151

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Walser Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,285 shares — an estimated $255K sold.

Walser Wealth Management first reported a position in ACN in Q1 2026 and held it in 1 quarter. The position peaked at $255K in Q1 2026. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Walser Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
Walser Wealth Management sold 1,285 Accenture shares in Q2 2026, an estimated $255K.
Walser Wealth Management first reported a position in Accenture in Q1 2026 and held it in 1 quarter.
Walser Wealth Management's Accenture position peaked at $255K in Q1 2026.
1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.