CAPTRUST Financial Advisors’s Aclarion ACON Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ACON Stock Details ACON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.6K	Buy	14,559 +4,559	+46%	+$15.6K	﹤0.01%	2904
2025 Q4	$46K	Hold	10,000	–	–	﹤0.01%	2685
2025 Q3	$75K	Buy	+10,000	New	+$74.4K	﹤0.01%	2533
2025 Q1	–	Sell	-22	Closed	-$28.7K	–	2353
2024 Q4	$28.7K	Sell	22 -2	-8%	-$3.05K	﹤0.01%	2264
2024 Q3	$39.3K	Buy	24 +6	+33%	+$13.4K	﹤0.01%	2246
2024 Q2	$46.9K	Buy	18 +7	+64%	+$19.3K	﹤0.01%	2150
2024 Q1	$32.4K	Buy	11 +8	+267%	+$118K	﹤0.01%	2103
2023 Q4	$94.9K	Hold	3	–	–	﹤0.01%	2534
2023 Q3	$139K	Buy	3 +1	+50%	+$76.1K	﹤0.01%	2379
2023 Q2	$243K	Buy	2 +1	+100%	+$122K	﹤0.01%	2126
2023 Q1	$80.9K	Buy	+1	New	+$101K	﹤0.01%	2177
2022 Q4	–	Sell	-1	Closed	-$61K	–	2052
2022 Q3	$61K	Buy	+1	New	+$146K	﹤0.01%	1975

Other funds holding ACON

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DIG

Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

CAPTRUST Financial Advisors's ACON Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Aclarion (ACON) stake by 46% in Q1 2026, buying an estimated $15.6K and bringing the position to 14,559 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

CAPTRUST Financial Advisors first reported a position in ACON in Q3 2022 and has held it in 12 quarters since. The position peaked at $243K in Q2 2023. 10 funds tracked by Wall St. Rank hold ACON as of Q1 2026.

CAPTRUST Financial Advisors held 14,559 shares of Aclarion worth $47.6K as of Q1 2026.
CAPTRUST Financial Advisors bought 4,559 Aclarion shares in Q1 2026, an estimated $15.6K.
Aclarion made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2904 holding.
CAPTRUST Financial Advisors first reported a position in Aclarion in Q3 2022 and has held it in 12 quarters since.
CAPTRUST Financial Advisors's Aclarion position peaked at $243K in Q2 2023.
10 funds tracked by Wall St. Rank held Aclarion as of Q1 2026.

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