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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
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 $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

Beacon Financial Advisory's ACN Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Accenture (ACN) stake by 11% in Q1 2026, selling an estimated $59.9K and leaving 2,003 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #264.

Beacon Financial Advisory first reported a position in ACN in Q3 2025 and has held it in 3 quarters since. The position peaked at $606K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Beacon Financial Advisory held 2,003 shares of Accenture worth $397K as of Q1 2026.
  • Beacon Financial Advisory sold 257 Accenture shares in Q1 2026, an estimated $59.9K.
  • Accenture made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #264 holding.
  • Beacon Financial Advisory first reported a position in Accenture in Q3 2025 and has held it in 3 quarters since.
  • Beacon Financial Advisory's Accenture position peaked at $606K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.