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Wealth Dimensions Group’s Accenture ACN Stock Holding History

Wealth Dimensions 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
Q2 		– Sell
-1,050
Closed -$208K – 180
2026
Q1 		$208K Buy
1,050
+4
+0.4% +$932 0.04% 166
2025
Q4 		$281K Sell
1,046
-19
-2% -$4.83K 0.06% 134
2025
Q3 		$263K Buy
1,065
+34
+3% +$8.87K 0.05% 151
2025
Q2 		$308K Sell
1,031
-10
-1% -$3.05K 0.07% 128
2025
Q1 		$325K Sell
1,041
-8
-0.8% -$2.83K 0.08% 123
2024
Q4 		$369K Buy
1,049
+47
+5% +$16.9K 0.09% 105
2024
Q3 		$354K Sell
1,002
-21
-2% -$6.91K 0.09% 107
2024
Q2 		$310K Buy
1,023
+24
+2% +$7.35K 0.09% 108
2024
Q1 		$346K Sell
999
-105
-10% -$38.3K 0.1% 102
2023
Q4 		$387K Sell
1,104
-204
-16% -$65.8K 0.12% 91
2023
Q3 		$402K Buy
1,308
+27
+2% +$8.51K 0.15% 87
2023
Q2 		$395K Buy
1,281
+11
+0.9% +$3.2K 0.14% 91
2023
Q1 		$363K Sell
1,270
-681
-35% -$186K 0.14% 96
2022
Q4 		$521K Buy
1,951
+409
+27% +$113K 0.21% 67
2022
Q3 		$397K Buy
1,542
+1
+0.1% +$289 0.2% 74
2022
Q2 		$428K Hold
1,541
– – 0.2% 73
2022
Q1 		$520K Hold
1,541
– – 0.24% 69
2021
Q4 		$639K Buy
1,541
+40
+3% +$14.6K 0.31% 52
2021
Q3 		$480K Buy
1,501
+642
+75% +$209K 0.31% 71
2021
Q2 		$253K Buy
+859
New +$246K 0.17% 102

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 Dimensions Group's ACN Position: Q2 2026 in Review

Wealth Dimensions Group sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,050 shares — an estimated $208K sold.

Wealth Dimensions Group first reported a position in ACN in Q2 2021 and held it in 20 quarters. The position peaked at $639K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Wealth Dimensions Group reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,050 Accenture shares in Q2 2026, an estimated $208K.
  • Wealth Dimensions Group first reported a position in Accenture in Q2 2021 and held it in 20 quarters.
  • Wealth Dimensions Group's Accenture position peaked at $639K in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.