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Castleview Partners’s Accenture ACN Stock Holding History

Castleview Partners’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 		– Sell
-1,572
Closed -$312K – 224
2026
Q1 		$312K Sell
1,572
-166
-10% -$38.7K 0.16% 142
2025
Q4 		$466K Buy
1,738
+93
+6% +$23.6K 0.23% 99
2025
Q3 		$406K Sell
1,645
-45
-3% -$11.7K 0.22% 97
2025
Q2 		$505K Sell
1,690
-26
-2% -$7.92K 0.32% 75
2025
Q1 		$535K Sell
1,716
-3
-0.2% -$1.06K 0.36% 74
2024
Q4 		$600K Sell
1,719
-195
-10% -$70.2K 0.32% 75
2024
Q3 		$677K Sell
1,914
-18
-0.9% -$5.92K 0.39% 61
2024
Q2 		$586K Buy
1,932
+40
+2% +$12.3K 0.33% 69
2024
Q1 		$656K Sell
1,892
-139
-7% -$50.7K 0.37% 62
2023
Q4 		$713K Buy
2,031
+3
+0.1% +$967 0.5% 38
2023
Q3 		$623K Buy
2,028
+52
+3% +$16.4K 0.58% 34
2023
Q2 		$610K Sell
1,976
-33
-2% -$9.59K 0.55% 32
2023
Q1 		$574K Sell
2,009
-36
-2% -$9.81K 0.51% 44
2022
Q4 		$546K Buy
2,045
+56
+3% +$15.5K 0.53% 45
2022
Q3 		$512K Sell
1,989
-27
-1% -$7.8K 0.49% 46
2022
Q2 		$560K Buy
+2,016
New +$606K 0.45% 46
2021
Q2 		$1.18M Buy
+4,004
New +$1.15M 0.52% 38

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 $3.37T AUM 44.26% 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

Castleview Partners's ACN Position: Q2 2026 in Review

Castleview Partners sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,572 shares — an estimated $312K sold.

Castleview Partners first reported a position in ACN in Q2 2021 and held it in 17 quarters. The position peaked at $1.18M in Q2 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Castleview Partners reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 1,572 Accenture shares in Q2 2026, an estimated $312K.
  • Castleview Partners first reported a position in Accenture in Q2 2021 and held it in 17 quarters.
  • Castleview Partners's Accenture position peaked at $1.18M in Q2 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.