CBIZ Investment Advisory Services’s Accenture ACN Stock Holding History

CBIZ Investment Advisory Services’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	$4.56K	Sell	23 -99	-81%	-$23.1K	﹤0.01%	236
2025 Q4	$32.7K	Buy	122 +24	+24%	+$6.1K	﹤0.01%	193
2025 Q3	$24.2K	Sell	98 -41	-29%	-$10.7K	﹤0.01%	228
2025 Q2	$41.6K	Buy	139 +80	+136%	+$24.4K	﹤0.01%	153
2025 Q1	$18.4K	Buy	59 +5	+9%	+$1.77K	﹤0.01%	245
2024 Q4	$19K	Buy	54 +6	+13%	+$2.16K	﹤0.01%	222
2024 Q3	$17K	Hold	48	–	–	﹤0.01%	216
2024 Q2	$14.6K	Hold	48	–	–	﹤0.01%	214
2024 Q1	$16.6K	Buy	+48	New	+$17.5K	﹤0.01%	206

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

CBIZ Investment Advisory Services's ACN Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Accenture (ACN) stake by 81% in Q1 2026, selling an estimated $23.1K and leaving 23 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

CBIZ Investment Advisory Services first reported a position in ACN in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.6K in Q2 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

CBIZ Investment Advisory Services held 23 shares of Accenture worth $4.56K as of Q1 2026.
CBIZ Investment Advisory Services sold 99 Accenture shares in Q1 2026, an estimated $23.1K.
Accenture made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #236 holding.
CBIZ Investment Advisory Services first reported a position in Accenture in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Accenture position peaked at $41.6K in Q2 2025.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.