EFS
ACN icon

Essex Financial Services’s Accenture ACN Stock Holding History

Essex Financial Services’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 		$541K Sell
2,727
-1,665
-38% -$388K 0.03% 437
2025
Q4 		$1.18M Buy
4,392
+935
+27% +$238K 0.07% 245
2025
Q3 		$853K Buy
3,457
+92
+3% +$24K 0.05% 307
2025
Q2 		$1.01M Buy
3,365
+176
+6% +$53.6K 0.07% 253
2025
Q1 		$995K Sell
3,189
-17
-0.5% -$6K 0.07% 230
2024
Q4 		$1.13M Buy
3,206
+90
+3% +$32.4K 0.08% 215
2024
Q3 		$1.16M Sell
3,116
-148
-5% -$48.7K 0.08% 205
2024
Q2 		$1.03M Buy
3,264
+298
+10% +$91.3K 0.08% 229
2024
Q1 		$1.03M Buy
2,966
+118
+4% +$43K 0.09% 204
2023
Q4 		$1,000K Buy
2,848
+139
+5% +$44.8K 0.1% 188
2023
Q3 		$832K Buy
2,709
+27
+1% +$8.51K 0.1% 201
2023
Q2 		$828K Buy
2,682
+81
+3% +$23.5K 0.09% 204
2023
Q1 		$743K Sell
2,601
-49
-2% -$13.4K 0.08% 231
2022
Q4 		$707K Sell
2,650
-41
-2% -$11.3K 0.07% 224
2022
Q3 		$693K Buy
2,691
+38
+1% +$11K 0.08% 211
2022
Q2 		$737K Buy
2,653
+68
+3% +$20.4K 0.08% 217
2022
Q1 		$872K Sell
2,585
-55
-2% -$18.6K 0.08% 220
2021
Q4 		$1.09M Buy
2,640
+1
+0% +$364 0.11% 186
2021
Q3 		$844K Buy
2,639
+264
+11% +$85.9K 0.1% 202
2021
Q2 		$656K Hold
2,375
– – 0.1% 201
2021
Q1 		$656K Buy
2,375
+28
+1% +$7.24K 0.12% 169
2020
Q4 		$613K Buy
2,347
+94
+4% +$22.5K 0.12% 169
2020
Q3 		$509K Buy
2,253
+405
+22% +$92.8K 0.13% 154
2020
Q2 		$397K Buy
1,848
+190
+11% +$35.9K 0.12% 157
2020
Q1 		$271K Sell
1,658
-1,225
-42% -$236K 0.1% 191
2019
Q4 		$607K Buy
2,883
+88
+3% +$17.2K 0.17% 135
2019
Q3 		$538K Buy
2,795
+77
+3% +$14.9K 0.17% 131
2019
Q2 		$502K Sell
2,718
-217
-7% -$39K 0.15% 139
2019
Q1 		$517K Sell
2,935
-61
-2% -$9.59K 0.16% 129
2018
Q4 		$422K Sell
2,996
-200
-6% -$31.6K 0.13% 144
2018
Q3 		$544K Buy
3,196
+126
+4% +$21K 0.12% 150
2018
Q2 		$502K Sell
3,070
-61
-2% -$9.49K 0.12% 158
2018
Q1 		$481K Sell
3,131
-152
-5% -$24.1K 0.09% 204
2017
Q4 		$503K Hold
3,283
– – 0.12% 152
2017
Q3 		$443K Buy
3,283
+109
+3% +$14.2K 0.11% 163
2017
Q2 		$393K Sell
3,174
-666
-17% -$81.1K 0.08% 228
2017
Q1 		$460K Hold
3,840
– – 0.11% 187
2016
Q4 		$450K Sell
3,840
-210
-5% -$24.9K 0.1% 190
2016
Q3 		$495K Buy
4,050
+379
+10% +$43.2K 0.12% 167
2016
Q2 		$416K Hold
3,671
– – 0.1% 189
2016
Q1 		$424K Hold
3,671
– – 0.11% 188
2015
Q4 		$384K Buy
3,671
+21
+0.6% +$2.22K 0.09% 206
2015
Q3 		$359K Hold
3,650
– – 0.09% 212
2015
Q2 		$353K Hold
3,650
– – 0.09% 218
2015
Q1 		$342K Hold
3,650
– – 0.09% 221
2014
Q4 		$326K Hold
3,650
– – 0.08% 223
2014
Q3 		$297K Hold
3,650
– – 0.09% 227
2014
Q2 		$295K Buy
3,650
+75
+2% +$6.02K 0.09% 230
2014
Q1 		$285K Sell
3,575
-200
-5% -$16.4K 0.09% 223
2013
Q4 		$310K Sell
3,775
-52
-1% -$3.93K 0.1% 197
2013
Q3 		$282 Buy
+3,827
New +$283K 0.09% 199

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

Essex Financial Services's ACN Position: Q1 2026 in Review

Essex Financial Services reduced its Accenture (ACN) stake by 38% in Q1 2026, selling an estimated $388K and leaving 2,727 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #437.

Essex Financial Services first reported a position in ACN in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.18M in Q4 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Essex Financial Services held 2,727 shares of Accenture worth $541K as of Q1 2026.
  • Essex Financial Services sold 1,665 Accenture shares in Q1 2026, an estimated $388K.
  • Accenture made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #437 holding.
  • Essex Financial Services first reported a position in Accenture in Q3 2013 and has held it in 51 quarters since.
  • Essex Financial Services's Accenture position peaked at $1.18M in Q4 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.