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Concurrent Investment Advisors’s Accenture ACN Stock Holding History

Concurrent Investment 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 		$8.72M Buy
70,109
+24,234
+53% +$4.21M 0.07% 290
2026
Q1 		$9.1M Sell
45,875
-4,199
-8% -$978K 0.1% 227
2025
Q4 		$13.4M Buy
50,074
+21,287
+74% +$5.41M 0.15% 140
2025
Q3 		$7.1M Sell
28,787
-1,425
-5% -$372K 0.12% 180
2025
Q2 		$9.03M Sell
30,212
-8,145
-21% -$2.48M 0.17% 127
2025
Q1 		$12M Sell
38,357
-1,813
-5% -$640K 0.29% 78
2024
Q4 		$14.1M Buy
40,170
+4,579
+13% +$1.65M 0.38% 52
2024
Q3 		$12.6M Buy
35,591
+14,724
+71% +$4.84M 0.37% 59
2024
Q2 		$6.33M Buy
20,867
+573
+3% +$176K 0.21% 110
2024
Q1 		$7.03M Buy
20,294
+1,005
+5% +$366K 0.28% 83
2023
Q4 		$6.77M Buy
+19,289
New +$6.22M 0.32% 75

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concurrent Investment Advisors's ACN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Accenture (ACN) stake by 53% in Q2 2026, buying an estimated $4.21M and bringing the position to 70,109 shares worth $8.72M. The position accounts for 0.07% of the portfolio, ranked #290.

Concurrent Investment Advisors first reported a position in ACN in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.1M in Q4 2024. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Concurrent Investment Advisors held 70,109 shares of Accenture worth $8.72M as of Q2 2026.
  • Concurrent Investment Advisors bought 24,234 Accenture shares in Q2 2026, an estimated $4.21M.
  • Accenture made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #290 holding.
  • Concurrent Investment Advisors first reported a position in Accenture in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Accenture position peaked at $14.1M in Q4 2024.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.