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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
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 $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

Wealth Dimensions Group's ACN Position: Q1 2026 in Review

Wealth Dimensions Group increased its Accenture (ACN) stake by 0.38% in Q1 2026, buying an estimated $932 and bringing the position to 1,050 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #166.

Wealth Dimensions Group first reported a position in ACN in Q2 2021 and has held it in 20 quarters since. The position peaked at $639K in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Wealth Dimensions Group held 1,050 shares of Accenture worth $208K as of Q1 2026.
  • Wealth Dimensions Group bought 4 Accenture shares in Q1 2026, an estimated $932.
  • Accenture made up 0.04% of Wealth Dimensions Group's portfolio in Q1 2026, its #166 holding.
  • Wealth Dimensions Group first reported a position in Accenture in Q2 2021 and has held it in 20 quarters since.
  • Wealth Dimensions Group's Accenture position peaked at $639K in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.