WFA of San Diego’s Accenture ACN Stock Holding History

WFA of San Diego’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 Q2	–	Sell	-200	Closed	-$39.7K	–	97
2026 Q1	$39.7K	Hold	200	–	–	0.03%	200
2025 Q4	$53.7K	Hold	200	–	–	0.04%	188
2025 Q3	$49.3K	Hold	200	–	–	0.03%	202
2025 Q2	$59.8K	Buy	+200	New	+$60.9K	0.04%	182
2024 Q3	$117K	Hold	330	–	–	0.1%	119
2024 Q2	$100K	Buy	+330	New	+$101K	0.09%	122
2023 Q3	$101K	Hold	330	–	–	0.1%	113
2023 Q2	$102K	Buy	+330	New	+$95.9K	0.1%	115
2023 Q1	–	Sell	-330	Closed	-$88.1K	–	77
2022 Q4	$88.1K	Buy	+330	New	+$91.3K	0.07%	144
2022 Q3	–	Sell	-340	Closed	-$94K	–	92
2022 Q2	$94K	Buy	+340	New	+$102K	0.08%	118
2022 Q1	–	Sell	-357	Closed	-$148K	–	92
2021 Q4	$148K	Sell	357 -4	-1%	-$1.46K	0.09%	132
2021 Q3	$115K	Buy	+361	New	+$117K	0.08%	132
2021 Q1	–	Sell	-630	Closed	-$261K	–	94
2020 Q4	$261K	Buy	+630	New	+$151K	0.07%	31

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFA of San Diego's ACN Position: Q2 2026 in Review

WFA of San Diego sold out of Accenture (ACN) in Q2 2026, closing a stake of 200 shares — an estimated $39.7K sold.

WFA of San Diego first reported a position in ACN in Q4 2020 and held it in 13 quarters. The position peaked at $261K in Q4 2020. 1,913 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

WFA of San Diego reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 200 Accenture shares in Q2 2026, an estimated $39.7K.
WFA of San Diego first reported a position in Accenture in Q4 2020 and held it in 13 quarters.
WFA of San Diego's Accenture position peaked at $261K in Q4 2020.
1,913 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.