Wharton Business Group’s Accenture ACN Stock Holding History

Wharton Business Group’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	$268K	Hold	1,350	–	–	0.01%	123
2025 Q4	$362K	Hold	1,350	–	–	0.01%	111
2025 Q3	$333K	Hold	1,350	–	–	0.01%	115
2025 Q2	$404K	Hold	1,350	–	–	0.02%	108
2025 Q1	$421K	Hold	1,350	–	–	0.02%	101
2024 Q4	$475K	Hold	1,350	–	–	0.02%	98
2024 Q3	$477K	Sell	1,350 -7	-0.5%	-$2.3K	0.02%	104
2024 Q2	$412K	Buy	1,357 +7	+0.5%	+$2.14K	0.02%	102
2024 Q1	$468K	Hold	1,350	–	–	0.02%	97
2023 Q4	$474K	Hold	1,350	–	–	0.02%	93
2023 Q3	$415K	Hold	1,350	–	–	0.02%	102
2023 Q2	$417K	Hold	1,350	–	–	0.03%	98
2023 Q1	$385K	Hold	1,350	–	–	0.02%	104
2022 Q4	$360K	Hold	1,350	–	–	0.02%	109
2022 Q3	$347K	Hold	1,350	–	–	0.02%	102
2022 Q2	$375K	Hold	1,350	–	–	0.02%	97
2022 Q1	$455K	Hold	1,350	–	–	0.03%	93
2021 Q4	$560K	Hold	1,350	–	–	0.03%	87
2021 Q3	$432K	Hold	1,350	–	–	0.04%	48
2021 Q2	$398K	Hold	1,350	–	–	0.03%	92
2021 Q1	$373K	Sell	1,350 -25	-2%	-$6.46K	0.03%	94
2020 Q4	$359K	Buy	1,375 +25	+2%	+$5.99K	0.03%	89
2020 Q3	$305K	Hold	1,350	–	–	0.03%	90
2020 Q2	$290K	Buy	+1,350	New	+$255K	0.03%	92
2020 Q1	–	Sell	-1,200	Closed	-$253K	–	102
2019 Q4	$253K	Buy	+1,200	New	+$234K	0.02%	103

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

Wharton Business Group's ACN Position: Q1 2026 in Review

Wharton Business Group held its Accenture (ACN) position steady in Q1 2026 at 1,350 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #123.

Wharton Business Group first reported a position in ACN in Q4 2019 and has held it in 25 quarters since. The position peaked at $560K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Wharton Business Group held 1,350 shares of Accenture worth $268K as of Q1 2026.
Wharton Business Group left its Accenture share count unchanged in Q1 2026.
Accenture made up 0.01% of Wharton Business Group's portfolio in Q1 2026, its #123 holding.
Wharton Business Group first reported a position in Accenture in Q4 2019 and has held it in 25 quarters since.
Wharton Business Group's Accenture position peaked at $560K in Q4 2021.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.