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CVFG LLC’s Accenture ACN Stock Holding History

CVFG LLC’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
-2,039
Closed -$404K – 251
2026
Q1 		$404K Buy
2,039
+45
+2% +$10.5K 0.05% 189
2025
Q4 		$535K Sell
1,994
-130
-6% -$33K 0.37% 55
2025
Q3 		$524K Sell
2,124
-490
-19% -$128K 0.38% 54
2025
Q2 		$781K Sell
2,614
-38
-1% -$11.6K 0.62% 38
2025
Q1 		$828K Sell
2,652
-61
-2% -$21.5K 0.75% 32
2024
Q4 		$954K Buy
+2,713
New +$977K 0.87% 29

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

CVFG LLC's ACN Position: Q2 2026 in Review

CVFG LLC sold out of Accenture (ACN) in Q2 2026, closing a stake of 2,039 shares — an estimated $404K sold.

CVFG LLC first reported a position in ACN in Q4 2024 and held it in 6 quarters. The position peaked at $954K in Q4 2024. 1,885 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • CVFG LLC reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • CVFG LLC sold 2,039 Accenture shares in Q2 2026, an estimated $404K.
  • CVFG LLC first reported a position in Accenture in Q4 2024 and held it in 6 quarters.
  • CVFG LLC's Accenture position peaked at $954K in Q4 2024.
  • 1,885 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.