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WealthPLAN Partners’s Accenture ACN Stock Holding History

WealthPLAN Partners’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 		– Sell
-966
Closed -$259K – 222
2025
Q4 		$259K Buy
+966
New +$245K 0.04% 243
2023
Q3 		– Sell
-334
Closed -$103K – 322
2023
Q2 		$103K Sell
334
-5
-1% -$1.45K 0.01% 394
2023
Q1 		$96.9K Buy
+339
New +$92.4K 0.01% 433
2016
Q3 		$39K Sell
330
-286
-46% -$32.6K 0.01% 377
2016
Q2 		$37.4K Buy
+616
New +$71.4K ﹤0.01% 1058
2015
Q4 		$31.5K Buy
+1,444
New +$152K 0.01% 746

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

WealthPLAN Partners's ACN Position: Q1 2026 in Review

WealthPLAN Partners sold out of Accenture (ACN) in Q1 2026, closing a stake of 966 shares — an estimated $259K sold.

WealthPLAN Partners first reported a position in ACN in Q4 2015 and held it in 6 quarters. The position peaked at $259K in Q4 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • WealthPLAN Partners reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 966 Accenture shares in Q1 2026, an estimated $259K.
  • WealthPLAN Partners first reported a position in Accenture in Q4 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Accenture position peaked at $259K in Q4 2025.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.