Edgemoor Investment Advisors’s Accenture ACN Stock Holding History

Edgemoor 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	–	Sell	-3,298	Closed	-$885K	–	171
2025 Q4	$885K	Sell	3,298 -536	-14%	-$136K	0.07%	99
2025 Q3	$945K	Sell	3,834 -2,457	-39%	-$641K	0.07%	103
2025 Q2	$1.88M	Buy	6,291 +101	+2%	+$30.8K	0.16%	77
2025 Q1	$1.93M	Buy	6,190 +494	+9%	+$174K	0.18%	72
2024 Q4	$2M	Buy	5,696 +654	+13%	+$235K	0.18%	69
2024 Q3	$1.78M	Buy	+5,042	New	+$1.66M	0.16%	74
2024 Q2	–	Sell	-655	Closed	-$227K	–	162
2024 Q1	$227K	Sell	655 -200	-23%	-$72.9K	0.02%	154
2023 Q4	$300K	Sell	855 -75	-8%	-$24.2K	0.03%	134
2023 Q3	$286K	Buy	930 +150	+19%	+$47.3K	0.03%	132
2023 Q2	$241K	Sell	780 -226	-22%	-$65.7K	0.03%	145
2023 Q1	$288K	Hold	1,006	–	–	0.04%	129
2022 Q4	$268K	Sell	1,006 -23	-2%	-$6.36K	0.03%	145
2022 Q3	$265K	Hold	1,029	–	–	0.04%	122
2022 Q2	$286K	Buy	1,029 +249	+32%	+$74.8K	0.04%	127
2022 Q1	$263K	Buy	780 +93	+14%	+$31.4K	0.03%	139
2021 Q4	$285K	Sell	687 -1,406	-67%	-$512K	0.03%	126
2021 Q3	$670K	Hold	2,093	–	–	0.08%	89
2021 Q2	$617K	Buy	2,093 +19	+0.9%	+$5.44K	0.06%	91
2021 Q1	$573K	Sell	2,074 -16	-0.8%	-$4.14K	0.06%	91
2020 Q4	$546K	Sell	2,090 -84	-4%	-$20.1K	0.06%	87
2020 Q3	$491K	Hold	2,174	–	–	0.06%	88
2020 Q2	$467K	Hold	2,174	–	–	0.06%	86
2020 Q1	$355K	Hold	2,174	–	–	0.06%	92
2019 Q4	$458K	Hold	2,174	–	–	0.05%	99
2019 Q3	$418K	Hold	2,174	–	–	0.05%	100
2019 Q2	$402K	Hold	2,174	–	–	0.05%	100
2019 Q1	$383K	Buy	2,174 +100	+5%	+$15.7K	0.05%	100
2018 Q4	$292K	Hold	2,074	–	–	0.04%	109
2018 Q3	$353K	Hold	2,074	–	–	0.04%	103
2018 Q2	$339K	Sell	2,074 -1	-0%	-$156	0.05%	107
2018 Q1	$319K	Hold	2,075	–	–	0.04%	114
2017 Q4	$328K	Hold	2,075	–	–	0.04%	112
2017 Q3	$280K	Hold	2,075	–	–	0.04%	121
2017 Q2	$257K	Hold	2,075	–	–	0.04%	123
2017 Q1	$249K	Hold	2,075	–	–	0.04%	116
2016 Q4	$243K	Hold	2,075	–	–	0.04%	111
2016 Q3	$254K	Hold	2,075	–	–	0.04%	109
2016 Q2	$235K	Hold	2,075	–	–	0.04%	112
2016 Q1	$239K	Hold	2,075	–	–	0.04%	113
2015 Q4	$217K	Sell	2,075 -100	-5%	-$10.6K	0.03%	130
2015 Q3	$214K	Hold	2,175	–	–	0.03%	136
2015 Q2	$210K	Hold	2,175	–	–	0.03%	135
2015 Q1	$204K	Buy	+2,175	New	+$194K	0.03%	131

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

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

Edgemoor Investment Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 3,298 shares — an estimated $885K sold.

Edgemoor Investment Advisors first reported a position in ACN in Q1 2015 and held it in 43 quarters. The position peaked at $2M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Edgemoor Investment Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Edgemoor Investment Advisors sold 3,298 Accenture shares in Q1 2026, an estimated $885K.
Edgemoor Investment Advisors first reported a position in Accenture in Q1 2015 and held it in 43 quarters.
Edgemoor Investment Advisors's Accenture position peaked at $2M in Q4 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.