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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's ACN Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Accenture (ACN) stake by 8.4% in Q1 2026, selling an estimated $978K and leaving 45,875 shares worth $9.1M. The position accounts for 0.1% of the portfolio, ranked #227.

Concurrent Investment Advisors first reported a position in ACN in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.1M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Concurrent Investment Advisors held 45,875 shares of Accenture worth $9.1M as of Q1 2026.
Concurrent Investment Advisors sold 4,199 Accenture shares in Q1 2026, an estimated $978K.
Accenture made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #227 holding.
Concurrent Investment Advisors first reported a position in Accenture in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Accenture position peaked at $14.1M in Q4 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.