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CFS Investment Advisory Services’s Accenture ACN Stock Holding History

CFS 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 		– Sell
-1,414
Closed -$379K – 354
2025
Q4 		$379K Buy
1,414
+143
+11% +$36.3K 0.03% 262
2025
Q3 		$315K Buy
1,271
+11
+0.9% +$2.87K 0.02% 283
2025
Q2 		$377K Buy
1,260
+85
+7% +$25.9K 0.03% 256
2025
Q1 		$367K Sell
1,175
-112
-9% -$39.6K 0.03% 252
2024
Q4 		$453K Buy
1,287
+227
+21% +$81.7K 0.04% 221
2024
Q3 		$375K Buy
1,060
+129
+14% +$42.4K 0.03% 226
2024
Q2 		$282K Sell
931
-143
-13% -$43.8K 0.02% 225
2024
Q1 		$372K Buy
1,074
+99
+10% +$36.1K 0.06% 126
2023
Q4 		$342K Buy
975
+103
+12% +$33.2K 0.06% 127
2023
Q3 		$268K Buy
872
+68
+8% +$21.4K 0.04% 152
2023
Q2 		$248K Sell
804
-14
-2% -$4.07K 0.03% 223
2023
Q1 		$234K Buy
+818
New +$223K 0.04% 130
2022
Q2 		– Sell
-196,605
Closed -$1K – 209
2022
Q1 		$1K Buy
+196,605
New +$66.3M ﹤0.01% 305

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CFS Investment Advisory Services sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,414 shares — an estimated $379K sold.

CFS Investment Advisory Services first reported a position in ACN in Q1 2022 and held it in 13 quarters. The position peaked at $453K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • CFS Investment Advisory Services reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • CFS Investment Advisory Services sold 1,414 Accenture shares in Q1 2026, an estimated $379K.
  • CFS Investment Advisory Services first reported a position in Accenture in Q1 2022 and held it in 13 quarters.
  • CFS Investment Advisory Services's Accenture position peaked at $453K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on CFS Investment Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.