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Wealth Preservation Advisors’s Accenture ACN Stock Holding History

Wealth Preservation Advisors’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
-777
Closed -$154K – 101
2026
Q1 		$154K Buy
777
+89
+13% +$20.7K 0.13% 79
2025
Q4 		$185K Buy
688
+104
+18% +$26.4K 0.09% 95
2025
Q3 		$144K Buy
584
+8
+1% +$2.09K 0.08% 101
2025
Q2 		$172K Buy
576
+11
+2% +$3.35K 0.11% 95
2025
Q1 		$176K Buy
+565
New +$200K 0.13% 85

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 Preservation Advisors's ACN Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 777 shares — an estimated $154K sold.

Wealth Preservation Advisors first reported a position in ACN in Q1 2025 and held it in 5 quarters. The position peaked at $185K in Q4 2025. 1,903 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 777 Accenture shares in Q2 2026, an estimated $154K.
  • Wealth Preservation Advisors first reported a position in Accenture in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Accenture position peaked at $185K in Q4 2025.
  • 1,903 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.