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ACN icon

Ethos Financial Group’s Accenture ACN Stock Holding History

Ethos 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 		$254K Sell
1,280
-159
-11% -$37K 0.02% 440
2025
Q4 		$386K Sell
1,439
-15
-1% -$3.81K 0.03% 337
2025
Q3 		$359K Sell
1,454
-107
-7% -$27.9K 0.03% 329
2025
Q2 		$467K Buy
1,561
+91
+6% +$27.7K 0.04% 277
2025
Q1 		$520K Hold
1,470
– – 0.05% 227
2024
Q4 		$520K Buy
1,470
+50
+4% +$18K 0.07% 154
2024
Q3 		$502K Buy
1,420
+3
+0.2% +$987 0.08% 133
2024
Q2 		$430K Sell
1,417
-175
-11% -$53.6K 0.08% 151
2024
Q1 		$552K Sell
1,592
-2
-0.1% -$729 0.1% 139
2023
Q4 		$560K Buy
1,594
+249
+19% +$80.3K 0.12% 132
2023
Q3 		$413K Buy
1,345
+554
+70% +$175K 0.11% 106
2023
Q2 		$226K Hold
791
– – 0.08% 127
2023
Q1 		$226K Sell
791
-20
-2% -$5.45K 0.07% 155
2022
Q4 		$216K Buy
+811
New +$224K 0.07% 132

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

Ethos Financial Group's ACN Position: Q1 2026 in Review

Ethos Financial Group reduced its Accenture (ACN) stake by 11% in Q1 2026, selling an estimated $37K and leaving 1,280 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #440.

Ethos Financial Group first reported a position in ACN in Q4 2022 and has held it in 14 quarters since. The position peaked at $560K in Q4 2023. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Ethos Financial Group held 1,280 shares of Accenture worth $254K as of Q1 2026.
  • Ethos Financial Group sold 159 Accenture shares in Q1 2026, an estimated $37K.
  • Accenture made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #440 holding.
  • Ethos Financial Group first reported a position in Accenture in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's Accenture position peaked at $560K in Q4 2023.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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