EFG
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
Q2 		$405K Buy
2,317
+1,037
+81% +$180K 0.03% 413
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 $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 $3.38T AUM 44.17% 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

Ethos Financial Group's ACN Position: Q2 2026 in Review

Ethos Financial Group increased its Accenture (ACN) stake by 81% in Q2 2026, buying an estimated $180K and bringing the position to 2,317 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #413.

Ethos Financial Group first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $560K in Q4 2023. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Ethos Financial Group held 2,317 shares of Accenture worth $405K as of Q2 2026.
  • Ethos Financial Group bought 1,037 Accenture shares in Q2 2026, an estimated $180K.
  • Accenture made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #413 holding.
  • Ethos Financial Group first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Accenture position peaked at $560K in Q4 2023.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.