Wealth Enhancement Advisory Services
ACN icon

Wealth Enhancement Advisory Services’s Accenture ACN Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$169M Buy
893,850
+601,204
+205% +$102M 0.25% 61
2026
Q2 		$29.8M Buy
292,646
+47,272
+19% +$8.21M 0.05% 321
2026
Q1 		$36.7M Sell
245,374
-82,058
-25% -$19.1M 0.07% 254
2025
Q4 		$91.3M Sell
327,432
-501,084
-60% -$127M 0.12% 149
2025
Q3 		$208M Buy
828,516
+328,069
+66% +$85.5M 0.31% 56
2025
Q2 		$153M Buy
500,447
+262,152
+110% +$79.8M 0.25% 76
2025
Q1 		$74.4M Buy
238,295
+6,889
+3% +$2.43M 0.14% 144
2024
Q4 		$81.4M Buy
231,406
+33,576
+17% +$12.1M 0.16% 128
2024
Q3 		$69.9M Sell
197,830
-41,673
-17% -$13.7M 0.15% 136
2024
Q2 		$72.7M Buy
239,503
+24,514
+11% +$7.51M 0.17% 120
2024
Q1 		$74.5M Sell
214,989
-6,971
-3% -$2.54M 0.19% 111
2023
Q4 		$77.9M Buy
221,960
+3,383
+2% +$1.09M 0.23% 98
2023
Q3 		$67.1M Buy
218,577
+214,213
+4,909% +$67.5M 0.22% 100
2023
Q2 		$1.35M Sell
4,364
-428
-9% -$124K 0.01% 239
2023
Q1 		$1.37M Sell
4,792
-46,038
-91% -$12.6M 0.02% 271
2022
Q4 		$13.9M Buy
+50,830
New +$14.1M 0.18% 70
2022
Q2 		– Sell
-3,967
Closed -$1.37M – 325
2022
Q1 		$1.37M Buy
3,967
+159
+4% +$53.6K 0.02% 219
2021
Q4 		$1.34M Buy
+3,808
New +$1.39M 0.02% 200
2020
Q1 		– Sell
-1,035
Closed -$218K – 213
2019
Q4 		$218K Buy
+1,035
New +$202K 0.01% 202
2018
Q4 		– Sell
-11,232
Closed -$1.72M – 165
2018
Q3 		$1.72M Buy
+11,232
New +$1.87M 0.1% 73
2018
Q2 		– Sell
-5,397
Closed -$810K – 160
2018
Q1 		$810K Buy
+5,397
New +$855K 0.05% 129

Other funds holding ACN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Accenture (ACN) stake by 205% in Q3 2026, buying an estimated $102M and bringing the position to 893,850 shares worth $169M. The position accounts for 0.25% of the portfolio, ranked #61.

Wealth Enhancement Advisory Services first reported a position in ACN in Q1 2018 and has held it in 21 quarters since. The position peaked at $208M in Q3 2025. 1,552 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 893,850 shares of Accenture worth $169M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 601,204 Accenture shares in Q3 2026, an estimated $102M.
  • Accenture made up 0.25% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #61 holding.
  • Wealth Enhancement Advisory Services first reported a position in Accenture in Q1 2018 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's Accenture position peaked at $208M in Q3 2025.
  • 1,552 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.