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Widmann Financial Services’s Accenture ACN Stock Holding History

Widmann Financial Services’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
-1,427
Closed -$283K – 124
2026
Q1 		$283K Buy
1,427
+160
+13% +$37.3K 0.17% 100
2025
Q4 		$340K Buy
1,267
+340
+37% +$86.4K 0.21% 85
2025
Q3 		$229K Buy
+927
New +$242K 0.14% 102
2022
Q1 		– Sell
-109
Closed -$45K – 90
2021
Q4 		$45K Buy
+109
New +$39.7K 0.04% 191

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Widmann Financial Services's ACN Position: Q2 2026 in Review

Widmann Financial Services sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,427 shares — an estimated $283K sold.

Widmann Financial Services first reported a position in ACN in Q4 2021 and held it in 4 quarters. The position peaked at $340K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Widmann Financial Services reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Widmann Financial Services sold 1,427 Accenture shares in Q2 2026, an estimated $283K.
  • Widmann Financial Services first reported a position in Accenture in Q4 2021 and held it in 4 quarters.
  • Widmann Financial Services's Accenture position peaked at $340K in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.