Wealthquest’s Accenture ACN Stock Holding History

Wealthquest’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	-811	Closed	-$218K	–	151
2025 Q4	$218K	Buy	+811	New	+$206K	0.02%	138
2022 Q2	–	Sell	-490	Closed	-$203K	–	121
2022 Q1	$203K	Hold	490	–	–	0.03%	141
2021 Q4	$203K	Buy	+490	New	+$179K	0.03%	141

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthquest's ACN Position: Q1 2026 in Review

Wealthquest sold out of Accenture (ACN) in Q1 2026, closing a stake of 811 shares — an estimated $218K sold.

Wealthquest first reported a position in ACN in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Wealthquest reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Wealthquest sold 811 Accenture shares in Q1 2026, an estimated $218K.
Wealthquest first reported a position in Accenture in Q4 2021 and held it in 3 quarters.
Wealthquest's Accenture position peaked at $218K in Q4 2025.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.