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Wealth Alliance’s Accenture ACN Stock Holding History

Wealth Alliance’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
-5,430
Closed -$1.08M – 574
2026
Q1 		$1.08M Buy
5,430
+459
+9% +$107K 0.11% 174
2025
Q4 		$1.33M Buy
4,971
+829
+20% +$211K 0.13% 143
2025
Q3 		$1.02M Sell
4,142
-1,345
-25% -$351K 0.11% 174
2025
Q2 		$1.64M Buy
5,487
+712
+15% +$217K 0.18% 110
2025
Q1 		$1.49M Sell
4,775
-97
-2% -$34.3K 0.18% 114
2024
Q4 		$1.71M Sell
4,872
-711
-13% -$256K 0.2% 97
2024
Q3 		$1.97M Buy
5,583
+174
+3% +$57.2K 0.24% 82
2024
Q2 		$1.64M Buy
5,409
+511
+10% +$157K 0.21% 92
2024
Q1 		$1.7M Sell
4,898
-333
-6% -$121K 0.22% 96
2023
Q4 		$1.84M Buy
5,231
+425
+9% +$137K 0.26% 77
2023
Q3 		$1.48M Buy
4,806
+48
+1% +$15.1K 0.23% 91
2023
Q2 		$1.47M Buy
4,758
+355
+8% +$103K 0.22% 98
2023
Q1 		$1.26M Buy
4,403
+221
+5% +$60.2K 0.2% 109
2022
Q4 		$1.12M Buy
4,182
+43
+1% +$11.9K 0.2% 119
2022
Q3 		$1.06M Buy
4,139
+222
+6% +$64.2K 0.21% 107
2022
Q2 		$1.09M Sell
3,917
-416
-10% -$125K 0.21% 110
2022
Q1 		$1.46M Buy
4,333
+19
+0.4% +$6.41K 0.3% 69
2021
Q4 		$1.79M Sell
4,314
-19
-0.4% -$6.92K 0.36% 55
2021
Q3 		$1.39M Sell
4,333
-427
-9% -$139K 0.31% 64
2021
Q2 		$1.4M Buy
4,760
+39
+0.8% +$11.2K 0.33% 65
2021
Q1 		$1.3M Buy
4,721
+197
+4% +$50.9K 0.37% 60
2020
Q4 		$1.18M Buy
4,524
+287
+7% +$68.8K 0.35% 65
2020
Q3 		$957K Sell
4,237
-246
-5% -$56.4K 0.34% 71
2020
Q2 		$963K Buy
4,483
+81
+2% +$15.3K 0.38% 65
2020
Q1 		$719K Buy
+4,402
New +$848K 0.39% 71

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

Wealth Alliance's ACN Position: Q2 2026 in Review

Wealth Alliance sold out of Accenture (ACN) in Q2 2026, closing a stake of 5,430 shares — an estimated $1.08M sold.

Wealth Alliance first reported a position in ACN in Q1 2020 and held it in 25 quarters. The position peaked at $1.97M in Q3 2024. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Wealth Alliance reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 5,430 Accenture shares in Q2 2026, an estimated $1.08M.
  • Wealth Alliance first reported a position in Accenture in Q1 2020 and held it in 25 quarters.
  • Wealth Alliance's Accenture position peaked at $1.97M in Q3 2024.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.