ACA
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Aptus Capital Advisors’s Accenture ACN Stock Holding History

Aptus Capital 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
Q2 		$1.17M Sell
9,387
-4,725
-33% -$820K 0.01% 595
2026
Q1 		$2.8M Sell
14,112
-3,666
-21% -$854K 0.02% 425
2025
Q4 		$4.77M Buy
17,778
+1,544
+10% +$392K 0.03% 328
2025
Q3 		$4M Sell
16,234
-33,056
-67% -$8.62M 0.03% 347
2025
Q2 		$14.7M Buy
49,290
+2,341
+5% +$713K 0.12% 149
2025
Q1 		$14.7M Sell
46,949
-24,836
-35% -$8.77M 0.15% 138
2024
Q4 		$25.3M Buy
71,785
+11,026
+18% +$3.97M 0.26% 82
2024
Q3 		$21.5M Buy
60,759
+10,634
+21% +$3.5M 0.32% 73
2024
Q2 		$15.2M Buy
50,125
+10,705
+27% +$3.28M 0.27% 84
2024
Q1 		$13.7M Buy
39,420
+4,163
+12% +$1.52M 0.25% 85
2023
Q4 		$12.4M Sell
35,257
-12
-0% -$3.87K 0.34% 73
2023
Q3 		$10.8M Sell
35,269
-963
-3% -$303K 0.3% 78
2023
Q2 		$11.2M Sell
36,232
-2,493
-6% -$724K 0.27% 84
2023
Q1 		$11.1M Sell
38,725
-3,541
-8% -$965K 0.3% 71
2022
Q4 		$11.3M Buy
42,266
+238
+0.6% +$65.8K 0.35% 61
2022
Q3 		$10.8M Buy
42,028
+2,570
+7% +$743K 0.26% 55
2022
Q2 		$11M Buy
39,458
+4,697
+14% +$1.41M 0.29% 52
2022
Q1 		$11.7M Buy
34,761
+10,277
+42% +$3.47M 0.29% 46
2021
Q4 		$10.2M Buy
24,484
+11,083
+83% +$4.04M 0.3% 43
2021
Q3 		$4.29M Sell
13,401
-6,214
-32% -$2.02M 0.11% 101
2021
Q2 		$5.78M Buy
19,615
+2,392
+14% +$685K 0.17% 68
2021
Q1 		$4.76M Sell
17,223
-9,077
-35% -$2.35M 0.17% 68
2020
Q4 		$6.87M Buy
26,300
+257
+1% +$61.6K 0.31% 57
2020
Q3 		$5.88M Sell
26,043
-1,890
-7% -$433K 0.31% 60
2020
Q2 		$6M Buy
27,933
+2,394
+9% +$453K 0.38% 48
2020
Q1 		$4.17M Buy
+25,539
New +$4.92M 0.36% 56
2019
Q2 		– Sell
-1,140
Closed -$200K – 331
2019
Q1 		$200K Sell
1,140
-9,339
-89% -$1.47M 0.03% 302
2018
Q4 		$1.48M Buy
+10,479
New +$1.66M 0.39% 39

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

Aptus Capital Advisors's ACN Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Accenture (ACN) stake by 33% in Q2 2026, selling an estimated $820K and leaving 9,387 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #595.

Aptus Capital Advisors first reported a position in ACN in Q4 2018 and has held it in 28 quarters since. The position peaked at $25.3M in Q4 2024. 1,896 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Aptus Capital Advisors held 9,387 shares of Accenture worth $1.17M as of Q2 2026.
  • Aptus Capital Advisors sold 4,725 Accenture shares in Q2 2026, an estimated $820K.
  • Accenture made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #595 holding.
  • Aptus Capital Advisors first reported a position in Accenture in Q4 2018 and has held it in 28 quarters since.
  • Aptus Capital Advisors's Accenture position peaked at $25.3M in Q4 2024.
  • 1,896 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.