Coastal Bridge Advisors’s Accenture ACN Stock Holding History

Coastal Bridge Advisors’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	–	Sell	-4,210	Closed	-$835K	–	472
2026 Q1	$835K	Buy	4,210 +644	+18%	+$150K	0.06%	240
2025 Q4	$957K	Sell	3,566 -278	-7%	-$70.6K	0.07%	216
2025 Q3	$948K	Sell	3,844 -1,422	-27%	-$371K	0.07%	214
2025 Q2	$1.57M	Sell	5,266 -1	-0%	-$305	0.13%	161
2025 Q1	$1.64M	Buy	5,267 +4,674	+788%	+$1.65M	0.15%	143
2024 Q4	$209K	Hold	593	–	–	0.05%	150
2024 Q3	$210K	Buy	+593	New	+$195K	0.05%	153
2024 Q2	–	Sell	-593	Closed	-$206K	–	170
2024 Q1	$206K	Hold	593	–	–	0.05%	153
2023 Q4	$208K	Buy	+593	New	+$191K	0.05%	149
2022 Q1	–	Sell	-562	Closed	-$233K	–	175
2021 Q4	$233K	Buy	+562	New	+$205K	0.05%	167

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coastal Bridge Advisors's ACN Position: Q2 2026 in Review

Coastal Bridge Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 4,210 shares — an estimated $835K sold.

Coastal Bridge Advisors first reported a position in ACN in Q4 2021 and held it in 10 quarters. The position peaked at $1.64M in Q1 2025. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Coastal Bridge Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 4,210 Accenture shares in Q2 2026, an estimated $835K.
Coastal Bridge Advisors first reported a position in Accenture in Q4 2021 and held it in 10 quarters.
Coastal Bridge Advisors's Accenture position peaked at $1.64M in Q1 2025.
1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.