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Acorn Financial Advisory Services’s Accenture ACN Stock Holding History

Acorn Financial Advisory 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
Q1 		– Sell
-1,337
Closed -$359K – 216
2025
Q4 		$359K Sell
1,337
-47
-3% -$11.9K 0.05% 140
2025
Q3 		$341K Buy
1,384
+55
+4% +$14.3K 0.05% 148
2025
Q2 		$397K Sell
1,329
-9
-0.7% -$2.74K 0.07% 127
2025
Q1 		$418K Sell
1,338
-6
-0.4% -$2.12K 0.08% 119
2024
Q4 		$473K Buy
1,344
+21
+2% +$7.56K 0.08% 125
2024
Q3 		$468K Sell
1,323
-13
-1% -$4.28K 0.08% 116
2024
Q2 		$405K Buy
1,336
+37
+3% +$11.3K 0.08% 119
2024
Q1 		$450K Sell
1,299
-18
-1% -$6.56K 0.09% 116
2023
Q4 		$462K Sell
1,317
-1,732
-57% -$558K 0.08% 149
2023
Q3 		$936K Buy
3,049
+120
+4% +$37.8K 0.17% 92
2023
Q2 		$904K Sell
2,929
-6
-0.2% -$1.74K 0.16% 90
2023
Q1 		$839K Buy
2,935
+1,515
+107% +$413K 0.16% 92
2022
Q4 		$379K Buy
1,420
+10
+0.7% +$2.77K 0.08% 148
2022
Q3 		$363K Sell
1,410
-24
-2% -$6.94K 0.09% 151
2022
Q2 		$398K Hold
1,434
– – 0.09% 140
2022
Q1 		$484K Sell
1,434
-9
-0.6% -$3.04K 0.1% 136
2021
Q4 		$598K Buy
1,443
+11
+0.8% +$4.01K 0.12% 117
2021
Q3 		$459K Hold
1,432
– – 0.14% 139
2021
Q2 		$422K Buy
1,432
+203
+17% +$58.1K 0.12% 159
2021
Q1 		$339K Sell
1,229
-76
-6% -$19.6K 0.12% 159
2020
Q4 		$341K Hold
1,305
– – 0.13% 166
2020
Q3 		$295K Hold
1,305
– – 0.15% 162
2020
Q2 		$280K Sell
1,305
-50
-4% -$9.46K 0.2% 152
2020
Q1 		$221K Buy
+1,355
New +$261K 0.22% 143

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorn Financial Advisory Services's ACN Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,337 shares — an estimated $359K sold.

Acorn Financial Advisory Services first reported a position in ACN in Q1 2020 and held it in 24 quarters. The position peaked at $936K in Q3 2023. 2,166 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 1,337 Accenture shares in Q1 2026, an estimated $359K.
  • Acorn Financial Advisory Services first reported a position in Accenture in Q1 2020 and held it in 24 quarters.
  • Acorn Financial Advisory Services's Accenture position peaked at $936K in Q3 2023.
  • 2,166 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.