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Crestwood Advisors Group’s Accenture ACN Stock Holding History

Crestwood Advisors Group’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 		$20.1M Sell
101,189
-40,292
-28% -$9.39M 0.34% 69
2025
Q4 		$38M Sell
141,481
-35,469
-20% -$9.01M 0.63% 48
2025
Q3 		$43.6M Sell
176,950
-26,039
-13% -$6.79M 0.74% 40
2025
Q2 		$60.7M Sell
202,989
-5,046
-2% -$1.54M 1.09% 26
2025
Q1 		$64.9M Sell
208,035
-7,989
-4% -$2.82M 1.23% 22
2024
Q4 		$76M Buy
216,024
+115
+0.1% +$41.4K 1.42% 16
2024
Q3 		$76.3M Buy
215,909
+1,005
+0.5% +$330K 1.46% 17
2024
Q2 		$65.2M Buy
214,904
+3,777
+2% +$1.16M 1.35% 23
2024
Q1 		$73.2M Sell
211,127
-1,568
-0.7% -$572K 1.6% 16
2023
Q4 		$74.6M Buy
212,695
+2,456
+1% +$792K 1.74% 13
2023
Q3 		$64.6M Buy
210,239
+729
+0.3% +$230K 1.69% 17
2023
Q2 		$64.7M Sell
209,510
-23,146
-10% -$6.73M 2.03% 13
2023
Q1 		$66.5M Sell
232,656
-8,694
-4% -$2.37M 2.22% 9
2022
Q4 		$64.4M Sell
241,350
-4,498
-2% -$1.24M 2.19% 10
2022
Q3 		$63.3M Sell
245,848
-56,724
-19% -$16.4M 2.24% 6
2022
Q2 		$84M Buy
302,572
+10,520
+4% +$3.16M 2.83% 3
2022
Q1 		$98.5M Buy
292,052
+7,227
+3% +$2.44M 2.76% 3
2021
Q4 		$118M Sell
284,825
-453
-0.2% -$165K 3.06% 3
2021
Q3 		$91.3M Buy
285,278
+4,917
+2% +$1.6M 2.59% 5
2021
Q2 		$82.6M Buy
280,361
+20,142
+8% +$5.77M 2.39% 6
2021
Q1 		$71.9M Buy
260,219
+9,897
+4% +$2.56M 2.26% 6
2020
Q4 		$65.4M Buy
250,322
+48,259
+24% +$11.6M 2.15% 6
2020
Q3 		$45.7M Buy
202,063
+26,561
+15% +$6.08M 1.71% 11
2020
Q2 		$37.7M Buy
175,502
+48,059
+38% +$9.09M 1.51% 17
2020
Q1 		$20.8M Buy
127,443
+98,690
+343% +$19M 1.03% 39
2019
Q4 		$6.05M Sell
28,753
-2,308
-7% -$450K 0.24% 88
2019
Q3 		$5.97M Buy
31,061
+76
+0.2% +$14.7K 0.26% 84
2019
Q2 		$5.72M Buy
30,985
+2,689
+10% +$483K 0.26% 82
2019
Q1 		$4.98M Sell
28,296
-9
-0% -$1.41K 0.36% 58
2018
Q4 		$3.99M Buy
28,305
+545
+2% +$86.2K 0.32% 58
2018
Q3 		$4.72M Sell
27,760
-4,699
-14% -$782K 0.33% 59
2018
Q2 		$5.2M Buy
32,459
+16,894
+109% +$2.63M 0.38% 58
2018
Q1 		$2.39M Buy
15,565
+91
+0.6% +$14.4K 0.19% 62
2017
Q4 		$2.37M Sell
15,474
-31
-0.2% -$4.49K 0.19% 64
2017
Q3 		$2.09M Sell
15,505
-1,502
-9% -$196K 0.18% 63
2017
Q2 		$2.18M Sell
17,007
-2,612
-13% -$318K 0.19% 64
2017
Q1 		$2.37M Buy
+19,619
New +$2.34M 0.21% 62

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crestwood Advisors Group's ACN Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Accenture (ACN) stake by 28% in Q1 2026, selling an estimated $9.39M and leaving 101,189 shares worth $20.1M. The position accounts for 0.34% of the portfolio, ranked #69.

Crestwood Advisors Group first reported a position in ACN in Q1 2017 and has held it in 37 quarters since. The position peaked at $118M in Q4 2021. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Crestwood Advisors Group held 101,189 shares of Accenture worth $20.1M as of Q1 2026.
  • Crestwood Advisors Group sold 40,292 Accenture shares in Q1 2026, an estimated $9.39M.
  • Accenture made up 0.34% of Crestwood Advisors Group's portfolio in Q1 2026, its #69 holding.
  • Crestwood Advisors Group first reported a position in Accenture in Q1 2017 and has held it in 37 quarters since.
  • Crestwood Advisors Group's Accenture position peaked at $118M in Q4 2021.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.