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Caldwell Investment Management’s Accenture ACN Stock Holding History

Caldwell Investment 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
Q2 		$398K Hold
3,200
– – 0.26% 33
2026
Q1 		$633K Hold
3,200
– – 0.25% 53
2025
Q4 		$863K Hold
3,200
– – 0.53% 26
2025
Q3 		$790K Buy
+3,200
New +$834K 0.52% 26
2025
Q2 		– Sell
-3,200
Closed -$968K – 21
2025
Q1 		$968K Hold
3,200
– – 0.72% 24
2024
Q4 		$1.13M Hold
3,200
– – 0.76% 30
2024
Q3 		$1.12M Hold
3,200
– – 0.78% 26
2024
Q2 		$969K Buy
+3,200
New +$980K 0.73% 28

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Caldwell Investment Management's ACN Position: Q2 2026 in Review

Caldwell Investment Management held its Accenture (ACN) position steady in Q2 2026 at 3,200 shares worth $398K. The position accounts for 0.26% of the portfolio, ranked #33.

Caldwell Investment Management first reported a position in ACN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Caldwell Investment Management held 3,200 shares of Accenture worth $398K as of Q2 2026.
  • Caldwell Investment Management left its Accenture share count unchanged in Q2 2026.
  • Accenture made up 0.26% of Caldwell Investment Management's portfolio in Q2 2026, its #33 holding.
  • Caldwell Investment Management first reported a position in Accenture in Q2 2024 and has held it in 8 quarters since.
  • Caldwell Investment Management's Accenture position peaked at $1.13M in Q4 2024.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.