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Catalyst Financial Partners’s Accenture ACN Stock Holding History

Catalyst Financial 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 		$565K Buy
4,544
+3,089
+212% +$536K 0.06% 200
2026
Q1 		$289K Sell
1,455
-1,403
-49% -$327K 0.03% 299
2025
Q4 		$767K Buy
2,858
+686
+32% +$174K 0.09% 125
2025
Q3 		$536K Sell
2,172
-524
-19% -$137K 0.06% 157
2025
Q2 		$806K Sell
2,696
-192
-7% -$58.5K 0.09% 100
2025
Q1 		$901K Buy
2,888
+228
+9% +$80.5K 0.17% 73
2024
Q4 		$936K Buy
2,660
+221
+9% +$79.6K 0.18% 68
2024
Q3 		$862K Buy
2,439
+237
+11% +$77.9K 0.17% 81
2024
Q2 		$668K Sell
2,202
-36
-2% -$11K 0.15% 93
2024
Q1 		$704K Sell
2,238
-47
-2% -$17.1K 0.18% 77
2023
Q4 		$802K Buy
2,285
+128
+6% +$41.3K 0.23% 61
2023
Q3 		$662K Buy
2,157
+307
+17% +$96.7K 0.21% 66
2023
Q2 		$571K Buy
1,850
+379
+26% +$110K 0.2% 74
2023
Q1 		$420K Buy
1,471
+319
+28% +$87K 0.18% 82
2022
Q4 		$307K Buy
+1,152
New +$319K 0.16% 104

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

Catalyst Financial Partners's ACN Position: Q2 2026 in Review

Catalyst Financial Partners increased its Accenture (ACN) stake by 212% in Q2 2026, buying an estimated $536K and bringing the position to 4,544 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #200.

Catalyst Financial Partners first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $936K in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Catalyst Financial Partners held 4,544 shares of Accenture worth $565K as of Q2 2026.
  • Catalyst Financial Partners bought 3,089 Accenture shares in Q2 2026, an estimated $536K.
  • Accenture made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #200 holding.
  • Catalyst Financial Partners first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Accenture position peaked at $936K in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.