Evelyn Partners Investment Management’s Accenture ACN Stock Holding History

Evelyn Partners Investment Management’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	$4.94M	Sell	24,895 -2,034	-8%	-$474K	0.13%	75
2025 Q4	$7.23M	Sell	26,929 -22,601	-46%	-$5.74M	0.2%	69
2025 Q3	$12.2M	Sell	49,530 -25,267	-34%	-$6.59M	0.35%	55
2025 Q2	$22.4M	Sell	74,797 -616	-0.8%	-$188K	0.68%	38
2025 Q1	$23.5M	Sell	75,413 -1,781	-2%	-$629K	0.78%	34
2024 Q4	$27.2M	Buy	+77,194	New	+$27.8M	0.88%	28

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Accenture (ACN) stake by 7.6% in Q1 2026, selling an estimated $474K and leaving 24,895 shares worth $4.94M. The position accounts for 0.13% of the portfolio, ranked #75.

Evelyn Partners Investment Management first reported a position in ACN in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.2M in Q4 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Evelyn Partners Investment Management held 24,895 shares of Accenture worth $4.94M as of Q1 2026.
Evelyn Partners Investment Management sold 2,034 Accenture shares in Q1 2026, an estimated $474K.
Accenture made up 0.13% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #75 holding.
Evelyn Partners Investment Management first reported a position in Accenture in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Accenture position peaked at $27.2M in Q4 2024.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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