EFG
ACN icon

Embree Financial Group’s Accenture ACN Stock Holding History

Embree Financial 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 		$473K Sell
2,384
-161
-6% -$37.5K 0.06% 160
2025
Q4 		$683K Buy
2,545
+105
+4% +$26.7K 0.08% 133
2025
Q3 		$602K Buy
2,440
+90
+4% +$23.5K 0.08% 136
2025
Q2 		$702K Buy
2,350
+31
+1% +$9.44K 0.11% 113
2025
Q1 		$724K Sell
2,319
-132
-5% -$46.6K 0.12% 107
2024
Q4 		$862K Hold
2,451
– – 0.15% 88
2024
Q3 		$866K Sell
2,451
-175
-7% -$57.5K 0.15% 85
2024
Q2 		$797K Sell
2,626
-40
-2% -$12.3K 0.15% 85
2024
Q1 		$924K Sell
2,666
-10,498
-80% -$3.83M 0.18% 82
2023
Q4 		$4.62M Buy
+13,164
New +$4.24M 0.97% 21

Other funds holding ACN

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return