BFG
ACN icon

Birch Financial Group’s Accenture ACN Stock Holding History

Birch 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
Q2 		– Sell
-1,094
Closed -$217K – 137
2026
Q1 		$217K Sell
1,094
-35
-3% -$8.15K 0.13% 127
2025
Q4 		$303K Buy
1,129
+17
+2% +$4.32K 0.17% 103
2025
Q3 		$274K Sell
1,112
-365
-25% -$95.2K 0.16% 94
2025
Q2 		$442K Buy
1,477
+5
+0.3% +$1.52K 0.35% 64
2025
Q1 		$459K Buy
1,472
+18
+1% +$6.36K 0.41% 56
2024
Q4 		$512K Buy
+1,454
New +$523K 0.58% 34

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 $3.38T AUM 44.17% 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

Birch Financial Group's ACN Position: Q2 2026 in Review

Birch Financial Group sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,094 shares — an estimated $217K sold.

Birch Financial Group first reported a position in ACN in Q4 2024 and held it in 6 quarters. The position peaked at $512K in Q4 2024. 1,908 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Birch Financial Group reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 1,094 Accenture shares in Q2 2026, an estimated $217K.
  • Birch Financial Group first reported a position in Accenture in Q4 2024 and held it in 6 quarters.
  • Birch Financial Group's Accenture position peaked at $512K in Q4 2024.
  • 1,908 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.