WWM
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Western Wealth Management’s Accenture ACN Stock Holding History

Western Wealth Management’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 		$423K Sell
2,132
-882
-29% -$206K 0.02% 688
2025
Q4 		$809K Sell
3,014
-386
-11% -$98.1K 0.04% 401
2025
Q3 		$838K Buy
3,400
+99
+3% +$25.8K 0.04% 337
2025
Q2 		$987K Buy
3,301
+952
+41% +$290K 0.06% 283
2025
Q1 		$733K Buy
2,349
+1,525
+185% +$539K 0.05% 305
2024
Q4 		$290K Sell
824
-454
-36% -$163K 0.02% 538
2024
Q3 		$452K Buy
1,278
+524
+69% +$172K 0.03% 489
2024
Q2 		$229K Sell
754
-281
-27% -$86.1K 0.02% 590
2024
Q1 		$359K Buy
1,035
+96
+10% +$35K 0.03% 451
2023
Q4 		$329K Buy
939
+20
+2% +$6.45K 0.02% 531
2023
Q3 		$282K Buy
919
+66
+8% +$20.8K 0.02% 524
2023
Q2 		$263K Buy
+853
New +$248K 0.02% 538
2022
Q4 		– Sell
-1,800
Closed -$467K – 611
2022
Q3 		$467K Buy
1,800
+446
+33% +$129K 0.03% 508
2022
Q2 		$377K Sell
1,354
-14
-1% -$4.21K 0.02% 544
2022
Q1 		$461K Buy
1,368
+480
+54% +$162K 0.02% 550
2021
Q4 		$368K Buy
+888
New +$324K 0.04% 402
2021
Q2 		$237K Buy
795
+51
+7% +$14.6K 0.02% 554
2021
Q1 		$206K Buy
+744
New +$192K 0.03% 495

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

Western Wealth Management's ACN Position: Q1 2026 in Review

Western Wealth Management reduced its Accenture (ACN) stake by 29% in Q1 2026, selling an estimated $206K and leaving 2,132 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #688.

Western Wealth Management first reported a position in ACN in Q1 2021 and has held it in 18 quarters since. The position peaked at $987K in Q2 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Western Wealth Management held 2,132 shares of Accenture worth $423K as of Q1 2026.
  • Western Wealth Management sold 882 Accenture shares in Q1 2026, an estimated $206K.
  • Accenture made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #688 holding.
  • Western Wealth Management first reported a position in Accenture in Q1 2021 and has held it in 18 quarters since.
  • Western Wealth Management's Accenture position peaked at $987K in Q2 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.