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Clearstead Trust’s Accenture ACN Stock Holding History

Clearstead Trust’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 		$313K Sell
2,515
-433
-15% -$75.2K 0.04% 151
2026
Q1 		$584K Sell
2,948
-154
-5% -$35.9K 0.1% 99
2025
Q4 		$832K Sell
3,102
-581
-16% -$148K 0.13% 87
2025
Q3 		$908K Sell
3,683
-529
-13% -$138K 0.16% 78
2025
Q2 		$1.26M Buy
4,212
+733
+21% +$223K 0.24% 63
2025
Q1 		$1.09M Buy
3,479
+458
+15% +$162K 0.24% 64
2024
Q4 		$1.06M Buy
3,021
+2,750
+1,015% +$990K 0.23% 61
2024
Q3 		$95.8K Sell
271
-36
-12% -$11.8K 0.02% 190
2024
Q2 		$93.1K Hold
307
– – 0.02% 191
2024
Q1 		$106K Hold
307
– – 0.03% 183
2023
Q4 		$108K Hold
307
– – 0.03% 193
2023
Q3 		$94.3K Buy
307
+242
+372% +$76.2K 0.03% 179
2023
Q2 		$20.1K Hold
65
– – 0.01% 270
2023
Q1 		$18.6K Hold
65
– – 0.01% 265
2022
Q4 		$17K Hold
65
– – 0.01% 285
2022
Q3 		$17K Buy
+65
New +$18.8K 0.01% 263
2017
Q3 		– Sell
-700
Closed -$87K – 216
2017
Q2 		$87K Buy
+700
New +$85.3K 0.07% 131

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Clearstead Trust's ACN Position: Q2 2026 in Review

Clearstead Trust reduced its Accenture (ACN) stake by 15% in Q2 2026, selling an estimated $75.2K and leaving 2,515 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #151.

Clearstead Trust first reported a position in ACN in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.26M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Clearstead Trust held 2,515 shares of Accenture worth $313K as of Q2 2026.
  • Clearstead Trust sold 433 Accenture shares in Q2 2026, an estimated $75.2K.
  • Accenture made up 0.04% of Clearstead Trust's portfolio in Q2 2026, its #151 holding.
  • Clearstead Trust first reported a position in Accenture in Q2 2017 and has held it in 17 quarters since.
  • Clearstead Trust's Accenture position peaked at $1.26M in Q2 2025.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.