Claro Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.82M | Sell |
9,159
-453
| -5% | -$106K | 0.22% | 82 |
|
|
2025
Q4 | $2.58M | Buy |
9,612
+231
| +2% | +$58.7K | 0.35% | 59 |
|
|
2025
Q3 | $2.31M | Buy |
9,381
+159
| +2% | +$41.5K | 0.34% | 63 |
|
|
2025
Q2 | $2.76M | Sell |
9,222
-736
| -7% | -$224K | 0.46% | 47 |
|
|
2025
Q1 | $3.11M | Buy |
9,958
+40
| +0.4% | +$14.1K | 0.42% | 44 |
|
|
2024
Q4 | $3.49M | Sell |
9,918
-1,590
| -14% | -$572K | 0.47% | 37 |
|
|
2024
Q3 | $4.07M | Buy |
11,508
+727
| +7% | +$239K | 0.53% | 34 |
|
|
2024
Q2 | $3.27M | Buy |
10,781
+5
| +0% | +$1.53K | 0.51% | 40 |
|
|
2024
Q1 | $3.74M | Sell |
10,776
-92
| -0.8% | -$33.5K | 0.65% | 31 |
|
|
2023
Q4 | $3.81M | Buy |
10,868
+177
| +2% | +$57.1K | 0.83% | 23 |
|
|
2023
Q3 | $3.28M | Buy |
10,691
+1,603
| +18% | +$505K | 0.82% | 26 |
|
|
2023
Q2 | $2.8M | Buy |
9,088
+288
| +3% | +$83.7K | 0.7% | 28 |
|
|
2023
Q1 | $2.52M | Buy |
8,800
+62
| +0.7% | +$16.9K | 0.74% | 26 |
|
|
2022
Q4 | $2.33M | Buy |
8,738
+312
| +4% | +$86.3K | 0.76% | 25 |
|
|
2022
Q3 | $2.34M | Hold |
8,426
| – | – | 0.93% | 23 |
|
|
2022
Q2 | $2.34M | Sell |
8,426
-385
| -4% | -$116K | 0.93% | 23 |
|
|
2022
Q1 | $3.65M | Hold |
8,811
| – | – | 1.31% | 13 |
|
|
2021
Q4 | $3.65M | Buy |
8,811
+61
| +0.7% | +$22.2K | 1.31% | 13 |
|
|
2021
Q3 | $2.8M | Buy |
8,750
+71
| +0.8% | +$23.1K | 1.18% | 14 |
|
|
2021
Q2 | $2.56M | Buy |
8,679
+49
| +0.6% | +$14K | 1.15% | 14 |
|
|
2021
Q1 | $2.38M | Buy |
8,630
+50
| +0.6% | +$12.9K | 1.21% | 12 |
|
|
2020
Q4 | $2.24M | Sell |
8,580
-46
| -0.5% | -$11K | 1.19% | 12 |
|
|
2020
Q3 | $1.95M | Sell |
8,626
-86
| -1% | -$19.7K | 1.24% | 14 |
|
|
2020
Q2 | $1.87M | Sell |
8,712
-14
| -0.2% | -$2.65K | 1.29% | 14 |
|
|
2020
Q1 | $1.43M | Sell |
8,726
-302
| -3% | -$58.2K | 1.33% | 13 |
|
|
2019
Q4 | $1.9M | Buy |
9,028
+39
| +0.4% | +$7.6K | 1.46% | 14 |
|
|
2019
Q3 | $1.73M | Buy |
8,989
+72
| +0.8% | +$13.9K | 1.53% | 14 |
|
|
2019
Q2 | $1.65M | Buy |
8,917
+654
| +8% | +$117K | 1.52% | 14 |
|
|
2019
Q1 | $1.45M | Buy |
8,263
+104
| +1% | +$16.3K | 1.44% | 14 |
|
|
2018
Q4 | $1.39M | Buy |
+8,159
| New | +$1.29M | 1.11% | 14 |
|
Other funds holding ACN
VCM
VPM
Claro Advisors's ACN Position: Q1 2026 in Review
Claro Advisors reduced its Accenture (ACN) stake by 4.7% in Q1 2026, selling an estimated $106K and leaving 9,159 shares worth $1.82M. The position accounts for 0.22% of the portfolio, ranked #82.
Claro Advisors first reported a position in ACN in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.07M in Q3 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Claro Advisors held 9,159 shares of Accenture worth $1.82M as of Q1 2026.
- Claro Advisors sold 453 Accenture shares in Q1 2026, an estimated $106K.
- Accenture made up 0.22% of Claro Advisors's portfolio in Q1 2026, its #82 holding.
- Claro Advisors first reported a position in Accenture in Q4 2018 and has held it in 30 quarters since.
- Claro Advisors's Accenture position peaked at $4.07M in Q3 2024.
- 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.