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Callan Family Office’s Accenture ACN Stock Holding History

Callan Family Office’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 		$6.49M Sell
32,715
-3,036
-8% -$707K 0.15% 152
2025
Q4 		$9.59M Buy
35,751
+9,197
+35% +$2.34M 0.21% 96
2025
Q3 		$6.55M Sell
26,554
-7,555
-22% -$1.97M 0.21% 110
2025
Q2 		$10.2M Buy
34,109
+13,449
+65% +$4.1M 0.32% 59
2025
Q1 		$6.45M Sell
20,660
-1,283
-6% -$453K 0.48% 43
2024
Q4 		$7.72M Buy
21,943
+19,353
+747% +$6.97M 0.49% 35
2024
Q3 		$916K Buy
2,590
+1,092
+73% +$359K 0.15% 74
2024
Q2 		$455K Buy
1,498
+246
+20% +$75.4K 0.09% 93
2024
Q1 		$434K Buy
1,252
+89
+8% +$32.4K 0.1% 62
2023
Q4 		$408K Buy
1,163
+50
+4% +$16.1K 0.1% 63
2023
Q3 		$342K Sell
1,113
-1,061
-49% -$334K 0.09% 68
2023
Q2 		$671K Sell
2,174
-184
-8% -$53.5K 0.18% 56
2023
Q1 		$674K Buy
2,358
+74
+3% +$20.2K 0.16% 78
2022
Q4 		$609K Buy
+2,284
New +$632K 0.2% 52

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

Callan Family Office's ACN Position: Q1 2026 in Review

Callan Family Office reduced its Accenture (ACN) stake by 8.5% in Q1 2026, selling an estimated $707K and leaving 32,715 shares worth $6.49M. The position accounts for 0.15% of the portfolio, ranked #152.

Callan Family Office first reported a position in ACN in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q2 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Callan Family Office held 32,715 shares of Accenture worth $6.49M as of Q1 2026.
  • Callan Family Office sold 3,036 Accenture shares in Q1 2026, an estimated $707K.
  • Accenture made up 0.15% of Callan Family Office's portfolio in Q1 2026, its #152 holding.
  • Callan Family Office first reported a position in Accenture in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's Accenture position peaked at $10.2M in Q2 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.