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 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	-$261	–	94
2020 Q4	$261	Buy	+630	New	+$151K	0.07%	31

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

WFA of San Diego's ACN Position: Q1 2026 in Review

WFA of San Diego held its Accenture (ACN) position steady in Q1 2026 at 200 shares worth $39.7K. The position accounts for 0.03% of the portfolio, ranked #200.

WFA of San Diego first reported a position in ACN in Q4 2020 and has held it in 13 quarters since. The position peaked at $148K in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

WFA of San Diego held 200 shares of Accenture worth $39.7K as of Q1 2026.
WFA of San Diego left its Accenture share count unchanged in Q1 2026.
Accenture made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #200 holding.
WFA of San Diego first reported a position in Accenture in Q4 2020 and has held it in 13 quarters since.
WFA of San Diego's Accenture position peaked at $148K in Q4 2021.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.