BFG
ACN icon

Beacon Financial Group’s Accenture ACN Stock Holding History

Beacon Financial Group’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
-746
Closed -$200K – 349
2025
Q4 		$200K Buy
+746
New +$190K 0.02% 344
2025
Q1 		– Sell
-596
Closed -$210K – 335
2024
Q4 		$210K Sell
596
-8
-1% -$2.88K 0.02% 316
2024
Q3 		$214K Sell
604
-164
-21% -$53.9K 0.02% 308
2024
Q2 		$233K Buy
+768
New +$235K 0.03% 298
2019
Q2 		– Sell
-1,718
Closed -$302K – 186
2019
Q1 		$302K Sell
1,718
-400
-19% -$62.9K 0.05% 163
2018
Q4 		$296K Buy
+2,118
New +$335K 0.06% 161
2017
Q3 		– Sell
-2,718
Closed -$334K – 178
2017
Q2 		$334K Hold
2,718
– – 0.06% 156
2017
Q1 		$327K Buy
+2,718
New +$325K 0.06% 154

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
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

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

Beacon Financial Group sold out of Accenture (ACN) in Q1 2026, closing a stake of 746 shares — an estimated $200K sold.

Beacon Financial Group first reported a position in ACN in Q1 2017 and held it in 8 quarters. The position peaked at $334K in Q2 2017. 2,161 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Beacon Financial Group reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 746 Accenture shares in Q1 2026, an estimated $200K.
  • Beacon Financial Group first reported a position in Accenture in Q1 2017 and held it in 8 quarters.
  • Beacon Financial Group's Accenture position peaked at $334K in Q2 2017.
  • 2,161 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Beacon Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.