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Beacon Financial Advisory’s Accenture ACN Stock Holding History

Beacon Financial Advisory’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 		$403K Buy
3,239
+1,236
+62% +$215K 0.08% 280
2026
Q1 		$397K Sell
2,003
-257
-11% -$59.9K 0.09% 264
2025
Q4 		$606K Buy
2,260
+167
+8% +$42.4K 0.14% 183
2025
Q3 		$516K Buy
+2,093
New +$546K 0.12% 207

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

Beacon Financial Advisory's ACN Position: Q2 2026 in Review

Beacon Financial Advisory increased its Accenture (ACN) stake by 62% in Q2 2026, buying an estimated $215K and bringing the position to 3,239 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #280.

Beacon Financial Advisory first reported a position in ACN in Q3 2025 and has held it in 4 quarters since. The position peaked at $606K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Beacon Financial Advisory held 3,239 shares of Accenture worth $403K as of Q2 2026.
  • Beacon Financial Advisory bought 1,236 Accenture shares in Q2 2026, an estimated $215K.
  • Accenture made up 0.08% of Beacon Financial Advisory's portfolio in Q2 2026, its #280 holding.
  • Beacon Financial Advisory first reported a position in Accenture in Q3 2025 and has held it in 4 quarters since.
  • Beacon Financial Advisory's Accenture position peaked at $606K in Q4 2025.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.