AFA
ACN icon

AA Financial Advisors’s Accenture ACN Stock Holding History

AA Financial Advisors’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 		– Sell
-954
Closed -$256K – 222
2025
Q4 		$256K Buy
+954
New +$242K 0.05% 187
2025
Q3 		– Sell
-797
Closed -$238K – 191
2025
Q2 		$238K Buy
797
+5
+0.6% +$1.52K 0.05% 171
2025
Q1 		$247K Buy
792
+28
+4% +$9.89K 0.06% 152
2024
Q4 		$269K Hold
764
– – 0.07% 141
2024
Q3 		$270K Buy
+764
New +$251K 0.08% 143

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

AA Financial Advisors's ACN Position: Q1 2026 in Review

AA Financial Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 954 shares — an estimated $256K sold.

AA Financial Advisors first reported a position in ACN in Q3 2024 and held it in 5 quarters. The position peaked at $270K in Q3 2024. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • AA Financial Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • AA Financial Advisors sold 954 Accenture shares in Q1 2026, an estimated $256K.
  • AA Financial Advisors first reported a position in Accenture in Q3 2024 and held it in 5 quarters.
  • AA Financial Advisors's Accenture position peaked at $270K in Q3 2024.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.