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Capstone Financial Advisors’s Accenture ACN Stock Holding History

Capstone Financial 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 		$902K Sell
4,548
-840
-16% -$196K 0.05% 68
2025
Q4 		$1.45M Buy
5,388
+2,524
+88% +$641K 0.08% 54
2025
Q3 		$706K Sell
2,864
-2,706
-49% -$706K 0.04% 81
2025
Q2 		$1.66M Sell
5,570
-70
-1% -$21.3K 0.1% 46
2025
Q1 		$1.76M Buy
5,640
+379
+7% +$134K 0.11% 44
2024
Q4 		$1.85M Sell
5,261
-221
-4% -$79.6K 0.11% 41
2024
Q3 		$1.94M Sell
5,482
-215
-4% -$70.7K 0.12% 39
2024
Q2 		$1.73M Sell
5,697
-442
-7% -$135K 0.11% 38
2024
Q1 		$2.13M Sell
6,139
-987
-14% -$360K 0.14% 37
2023
Q4 		$2.5M Sell
7,126
-1
-0% -$322 0.18% 33
2023
Q3 		$2.19M Sell
7,127
-71
-1% -$22.4K 0.17% 33
2023
Q2 		$2.22M Sell
7,198
-910
-11% -$264K 0.17% 33
2023
Q1 		$2.32M Sell
8,108
-442
-5% -$120K 0.18% 33
2022
Q4 		$2.28M Sell
8,550
-392
-4% -$108K 0.19% 32
2022
Q3 		$2.3M Buy
8,942
+137
+2% +$39.6K 0.21% 30
2022
Q2 		$2.44M Buy
8,805
+6,964
+378% +$2.09M 0.21% 34
2022
Q1 		$621K Buy
1,841
+28
+2% +$9.44K 0.05% 67
2021
Q4 		$752K Sell
1,813
-10
-0.5% -$3.65K 0.05% 56
2021
Q3 		$583K Buy
1,823
+621
+52% +$202K 0.05% 62
2021
Q2 		$354K Buy
1,202
+31
+3% +$8.88K 0.03% 88
2021
Q1 		$324K Buy
1,171
+14
+1% +$3.62K 0.03% 83
2020
Q4 		$302K Sell
1,157
-316
-21% -$75.8K 0.03% 80
2020
Q3 		$333K Hold
1,473
– – 0.04% 66
2020
Q2 		$316K Hold
1,473
– – 0.04% 64
2020
Q1 		$240K Hold
1,473
– – 0.03% 70
2019
Q4 		$310K Hold
1,473
– – 0.04% 62
2019
Q3 		$283K Sell
1,473
-284
-16% -$55K 0.04% 68
2019
Q2 		$325K Hold
1,757
– – 0.05% 56
2019
Q1 		$309K Buy
+1,757
New +$276K 0.05% 62

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

Capstone Financial Advisors's ACN Position: Q1 2026 in Review

Capstone Financial Advisors reduced its Accenture (ACN) stake by 16% in Q1 2026, selling an estimated $196K and leaving 4,548 shares worth $902K. The position accounts for 0.05% of the portfolio, ranked #68.

Capstone Financial Advisors first reported a position in ACN in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.5M in Q4 2023. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Capstone Financial Advisors held 4,548 shares of Accenture worth $902K as of Q1 2026.
  • Capstone Financial Advisors sold 840 Accenture shares in Q1 2026, an estimated $196K.
  • Accenture made up 0.05% of Capstone Financial Advisors's portfolio in Q1 2026, its #68 holding.
  • Capstone Financial Advisors first reported a position in Accenture in Q1 2019 and has held it in 29 quarters since.
  • Capstone Financial Advisors's Accenture position peaked at $2.5M in Q4 2023.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.