CFA
ACN icon

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
Q2 		$505K Sell
4,059
-489
-11% -$84.9K 0.02% 105
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 $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
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

Capstone Financial Advisors's ACN Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Accenture (ACN) stake by 11% in Q2 2026, selling an estimated $84.9K and leaving 4,059 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #105.

Capstone Financial Advisors first reported a position in ACN in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.5M in Q4 2023. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Capstone Financial Advisors held 4,059 shares of Accenture worth $505K as of Q2 2026.
  • Capstone Financial Advisors sold 489 Accenture shares in Q2 2026, an estimated $84.9K.
  • Accenture made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Capstone Financial Advisors first reported a position in Accenture in Q1 2019 and has held it in 30 quarters since.
  • Capstone Financial Advisors's Accenture position peaked at $2.5M in Q4 2023.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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