Wealthspire Advisors (New York)’s Accenture ACN Stock Holding History

Wealthspire Advisors (New York)’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	$37.8M	Buy	190,669 +100,273	+111%	+$23.4M	0.3%	55
2025 Q4	$24.3M	Buy	90,396 +20,846	+30%	+$5.3M	0.19%	68
2025 Q3	$17.2M	Sell	69,550 -30,923	-31%	-$8.06M	0.09%	88
2025 Q2	$30M	Buy	100,473 +20,198	+25%	+$6.15M	0.17%	65
2025 Q1	$25M	Sell	80,275 -6,710	-8%	-$2.37M	0.15%	71
2024 Q4	$30.6M	Sell	86,985 -3,434	-4%	-$1.24M	0.3%	53
2024 Q3	$32M	Buy	90,419 +7,607	+9%	+$2.5M	0.33%	50
2024 Q2	$25.1M	Sell	82,812 -341	-0.4%	-$104K	0.32%	42
2024 Q1	$28.8M	Buy	83,153 +4,101	+5%	+$1.49M	0.38%	38
2023 Q4	$27.7M	Buy	79,052 +3,259	+4%	+$1.05M	0.39%	38
2023 Q3	$23.3M	Buy	75,793 +21	+0%	+$6.62K	0.38%	38
2023 Q2	$23.4M	Buy	75,772 +1,316	+2%	+$382K	0.38%	41
2023 Q1	$21.3M	Sell	74,456 -1,738	-2%	-$474K	0.37%	44
2022 Q4	$20.3M	Sell	76,194 -163	-0.2%	-$45.1K	0.37%	43
2022 Q3	$19.6M	Buy	76,357 +1,047	+1%	+$303K	0.41%	42
2022 Q2	$20.9M	Buy	75,310 +1,385	+2%	+$416K	0.44%	39
2022 Q1	$24.9M	Sell	73,925 -71,679	-49%	-$24.2M	0.56%	29
2021 Q4	$60.4M	Buy	145,604 +88,591	+155%	+$32.3M	1.34%	14
2021 Q3	$18.2M	Sell	57,013 -8,284	-13%	-$2.69M	0.38%	40
2021 Q2	$19.2M	Sell	65,297 -20,731	-24%	-$5.94M	0.51%	26
2021 Q1	$23.8M	Buy	86,028 +5,693	+7%	+$1.47M	0.56%	28
2020 Q4	$21M	Buy	80,335 +64,630	+412%	+$15.5M	0.62%	28
2020 Q3	$3.55M	Buy	15,705 +2,931	+23%	+$671K	0.21%	58
2020 Q2	$2.74M	Sell	12,774 -436,170	-97%	-$82.5M	0.19%	57
2020 Q1	$73.3M	Buy	448,944 +443,488	+8,128%	+$85.4M	3.07%	7
2019 Q4	$1.15M	Buy	5,456 +600	+12%	+$117K	0.08%	56
2019 Q3	$934K	Buy	4,856 +2,654	+121%	+$514K	0.08%	51
2019 Q2	$407K	Buy	+2,202	New	+$395K	0.04%	54
2019 Q1	–	Sell	-1,109	Closed	-$156K	–	54
2018 Q4	$156K	Buy	+1,109	New	+$175K	0.02%	80

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

Wealthspire Advisors (New York)'s ACN Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Accenture (ACN) stake by 111% in Q1 2026, buying an estimated $23.4M and bringing the position to 190,669 shares worth $37.8M. The position accounts for 0.3% of the portfolio, ranked #55.

Wealthspire Advisors (New York) first reported a position in ACN in Q4 2018 and has held it in 29 quarters since. The position peaked at $73.3M in Q1 2020. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Wealthspire Advisors (New York) held 190,669 shares of Accenture worth $37.8M as of Q1 2026.
Wealthspire Advisors (New York) bought 100,273 Accenture shares in Q1 2026, an estimated $23.4M.
Accenture made up 0.3% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #55 holding.
Wealthspire Advisors (New York) first reported a position in Accenture in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s Accenture position peaked at $73.3M in Q1 2020.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.