CIA
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Caerus Investment Advisors’s Accenture ACN Stock Holding History

Caerus Investment Advisors’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
-4,282
Closed -$1.15M – 283
2025
Q4 		$1.15M Buy
4,282
+1,688
+65% +$429K 0.37% 52
2025
Q3 		$640K Buy
+2,594
New +$676K 0.26% 83

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

Caerus Investment Advisors's ACN Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 4,282 shares — an estimated $1.15M sold.

Caerus Investment Advisors first reported a position in ACN in Q3 2025 and held it in 2 quarters. The position peaked at $1.15M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 4,282 Accenture shares in Q1 2026, an estimated $1.15M.
  • Caerus Investment Advisors first reported a position in Accenture in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Accenture position peaked at $1.15M in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.