CPA
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Capital Performance Advisors’s Accenture ACN Stock Holding History

Capital Performance 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
-2,481
Closed -$666K – 469
2025
Q4 		$666K Buy
2,481
+521
+27% +$132K 0.05% 175
2025
Q3 		$483K Buy
1,960
+1,249
+176% +$326K 0.08% 138
2025
Q2 		$212K Buy
+711
New +$217K 0.04% 240
2024
Q4 		– Sell
-57
Closed -$20.2K – 197
2024
Q3 		$20.2K Buy
+57
New +$18.7K 0.01% 601

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's ACN Position: Q1 2026 in Review

Capital Performance Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 2,481 shares — an estimated $666K sold.

Capital Performance Advisors first reported a position in ACN in Q3 2024 and held it in 4 quarters. The position peaked at $666K in Q4 2025. 2,166 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Capital Performance Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,481 Accenture shares in Q1 2026, an estimated $666K.
  • Capital Performance Advisors first reported a position in Accenture in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's Accenture position peaked at $666K in Q4 2025.
  • 2,166 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.