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Cabot Wealth Management’s Accenture ACN Stock Holding History

Cabot Wealth Management’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
-33,717
Closed -$9.05M – 140
2025
Q4 		$9.05M Buy
33,717
+886
+3% +$225K 1% 37
2025
Q3 		$8.1M Sell
32,831
-897
-3% -$234K 0.9% 43
2025
Q2 		$10.1M Buy
33,728
+287
+0.9% +$87.4K 1.2% 34
2025
Q1 		$10.4M Buy
33,441
+955
+3% +$337K 1.33% 33
2024
Q4 		$11.4M Buy
32,486
+1,123
+4% +$404K 1.45% 28
2024
Q3 		$11.1M Buy
31,363
+857
+3% +$282K 1.39% 32
2024
Q2 		$9.26M Buy
30,506
+115
+0.4% +$35.2K 1.21% 32
2024
Q1 		$10.5M Buy
30,391
+608
+2% +$222K 1.38% 30
2023
Q4 		$10.5M Buy
29,783
+814
+3% +$262K 1.45% 28
2023
Q3 		$8.9M Buy
28,969
+12,591
+77% +$3.97M 1.36% 32
2023
Q2 		$5.05M Buy
16,378
+1,097
+7% +$319K 0.75% 42
2023
Q1 		$4.37M Buy
15,281
+413
+3% +$113K 0.69% 43
2022
Q4 		$3.97M Buy
+14,868
New +$4.11M 0.67% 44
2022
Q1 		– Sell
-484
Closed -$201K – 163
2021
Q4 		$201K Buy
+484
New +$176K 0.03% 166

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

Cabot Wealth Management's ACN Position: Q1 2026 in Review

Cabot Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 33,717 shares — an estimated $9.05M sold.

Cabot Wealth Management first reported a position in ACN in Q4 2021 and held it in 14 quarters. The position peaked at $11.4M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Cabot Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Cabot Wealth Management sold 33,717 Accenture shares in Q1 2026, an estimated $9.05M.
  • Cabot Wealth Management first reported a position in Accenture in Q4 2021 and held it in 14 quarters.
  • Cabot Wealth Management's Accenture position peaked at $11.4M in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.