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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
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 $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 Preservation Advisors's ACN Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Accenture (ACN) stake by 13% in Q1 2026, buying an estimated $20.7K and bringing the position to 777 shares worth $154K. The position accounts for 0.13% of the portfolio, ranked #79.

Wealth Preservation Advisors first reported a position in ACN in Q1 2025 and has held it in 5 quarters since. The position peaked at $185K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Wealth Preservation Advisors held 777 shares of Accenture worth $154K as of Q1 2026.
  • Wealth Preservation Advisors bought 89 Accenture shares in Q1 2026, an estimated $20.7K.
  • Accenture made up 0.13% of Wealth Preservation Advisors's portfolio in Q1 2026, its #79 holding.
  • Wealth Preservation Advisors first reported a position in Accenture in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Accenture position peaked at $185K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.