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Advyzon Investment Management’s Accenture ACN Stock Holding History

Advyzon Investment Management’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 		$961K Buy
4,847
+1,188
+32% +$277K 0.09% 238
2025
Q4 		$982K Buy
3,659
+1,166
+47% +$296K 0.11% 186
2025
Q3 		$615K Buy
2,493
+616
+33% +$161K 0.11% 189
2025
Q2 		$561K Buy
1,877
+247
+15% +$75.2K 0.12% 156
2025
Q1 		$509K Buy
1,630
+73
+5% +$25.8K 0.18% 109
2024
Q4 		$548K Buy
+1,557
New +$560K 0.21% 94

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

Advyzon Investment Management's ACN Position: Q1 2026 in Review

Advyzon Investment Management increased its Accenture (ACN) stake by 32% in Q1 2026, buying an estimated $277K and bringing the position to 4,847 shares worth $961K. The position accounts for 0.09% of the portfolio, ranked #238.

Advyzon Investment Management first reported a position in ACN in Q4 2024 and has held it in 6 quarters since. The position peaked at $982K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Advyzon Investment Management held 4,847 shares of Accenture worth $961K as of Q1 2026.
  • Advyzon Investment Management bought 1,188 Accenture shares in Q1 2026, an estimated $277K.
  • Accenture made up 0.09% of Advyzon Investment Management's portfolio in Q1 2026, its #238 holding.
  • Advyzon Investment Management first reported a position in Accenture in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Accenture position peaked at $982K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.