Carbahal Olsen Financial Services Group’s Accenture ACN Stock Holding History

Carbahal Olsen Financial Services Group’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	-805	Closed	-$216K	–	38
2025 Q4	$216K	Buy	+805	New	+$205K	0.17%	39
2025 Q3	–	Sell	-803	Closed	-$240K	–	38
2025 Q2	$240K	Hold	803	–	–	0.2%	35
2025 Q1	$251K	Hold	803	–	–	0.24%	30
2024 Q4	$282K	Buy	+803	New	+$289K	0.26%	26

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carbahal Olsen Financial Services Group's ACN Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group sold out of Accenture (ACN) in Q1 2026, closing a stake of 805 shares — an estimated $216K sold.

Carbahal Olsen Financial Services Group first reported a position in ACN in Q4 2024 and held it in 4 quarters. The position peaked at $282K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Carbahal Olsen Financial Services Group reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Carbahal Olsen Financial Services Group sold 805 Accenture shares in Q1 2026, an estimated $216K.
Carbahal Olsen Financial Services Group first reported a position in Accenture in Q4 2024 and held it in 4 quarters.
Carbahal Olsen Financial Services Group's Accenture position peaked at $282K in Q4 2024.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.