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Evelyn Partners Investment Management Services’s Accenture ACN Stock Holding History

Evelyn Partners Investment Management 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 		$4.78M Sell
24,081
-72
-0.3% -$16.8K 0.56% 46
2025
Q4 		$6.48M Buy
24,153
+2,609
+12% +$663K 0.81% 35
2025
Q3 		$5.31M Sell
21,544
-116
-0.5% -$30.2K 0.71% 40
2025
Q2 		$6.47M Buy
21,660
+1,574
+8% +$479K 0.97% 32
2025
Q1 		$6.27M Buy
20,086
+1,836
+10% +$648K 1.03% 34
2024
Q4 		$6.42M Buy
+18,250
New +$6.57M 1.12% 32

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 $315B AUM 27.84% 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

Evelyn Partners Investment Management Services's ACN Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Accenture (ACN) stake by 0.3% in Q1 2026, selling an estimated $16.8K and leaving 24,081 shares worth $4.78M. The position accounts for 0.56% of the portfolio, ranked #46.

Evelyn Partners Investment Management Services first reported a position in ACN in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.48M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Evelyn Partners Investment Management Services held 24,081 shares of Accenture worth $4.78M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 72 Accenture shares in Q1 2026, an estimated $16.8K.
  • Accenture made up 0.56% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #46 holding.
  • Evelyn Partners Investment Management Services first reported a position in Accenture in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Accenture position peaked at $6.48M in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.