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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
Q2 		$283K Buy
+2,275
New +$395K 0.09% 218
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 $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
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

Caerus Investment Advisors's ACN Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Accenture (ACN) in Q2 2026: 2,275 shares worth $283K. The stake represents 0.09% of the portfolio and ranks #218 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in ACN as recently as Q4 2025.

Caerus Investment Advisors first reported a position in ACN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Caerus Investment Advisors held 2,275 shares of Accenture worth $283K as of Q2 2026.
  • Accenture was a new Caerus Investment Advisors position in Q2 2026.
  • Accenture made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #218 holding.
  • Caerus Investment Advisors first reported a position in Accenture in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Accenture position peaked at $1.15M in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.