EFG
ACN icon

Everhart Financial Group’s Accenture ACN Stock Holding History

Everhart 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 		$204K Sell
1,637
-164
-9% -$28.5K 0.01% 456
2026
Q1 		$357K Sell
1,801
-2,062
-53% -$480K 0.03% 333
2025
Q4 		$1.04M Buy
3,863
+2,184
+130% +$555K 0.1% 147
2025
Q3 		$414K Sell
1,679
-1,189
-41% -$310K 0.04% 272
2025
Q2 		$857K Sell
2,868
-1,110
-28% -$338K 0.1% 141
2025
Q1 		$1.24M Buy
3,978
+168
+4% +$59.3K 0.17% 86
2024
Q4 		$1.34M Buy
3,810
+126
+3% +$45.4K 0.28% 68
2024
Q3 		$1.3M Buy
3,684
+1,037
+39% +$341K 0.29% 66
2024
Q2 		$803K Sell
2,647
-338
-11% -$104K 0.21% 99
2024
Q1 		$1.03M Buy
2,985
+357
+14% +$130K 0.3% 68
2023
Q4 		$922K Buy
2,628
+466
+22% +$150K 0.33% 64
2023
Q3 		$664K Buy
2,162
+219
+11% +$69K 0.28% 75
2023
Q2 		$600K Buy
1,943
+244
+14% +$70.9K 0.25% 82
2023
Q1 		$486K Sell
1,699
-655
-28% -$179K 0.22% 91
2022
Q4 		$628K Sell
2,354
-97
-4% -$26.8K 0.32% 67
2022
Q3 		$631K Buy
2,451
+222
+10% +$64.2K 0.35% 56
2022
Q2 		$619K Buy
2,229
+1,474
+195% +$443K 0.38% 56
2022
Q1 		$255K Sell
755
-343
-31% -$116K 0.15% 102
2021
Q4 		$455K Buy
+1,098
New +$400K 0.27% 66

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 $3.37T AUM 44.26% 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

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

Everhart Financial Group reduced its Accenture (ACN) stake by 9.1% in Q2 2026, selling an estimated $28.5K and leaving 1,637 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #456.

Everhart Financial Group first reported a position in ACN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Everhart Financial Group held 1,637 shares of Accenture worth $204K as of Q2 2026.
  • Everhart Financial Group sold 164 Accenture shares in Q2 2026, an estimated $28.5K.
  • Accenture made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #456 holding.
  • Everhart Financial Group first reported a position in Accenture in Q4 2021 and has held it in 19 quarters since.
  • Everhart Financial Group's Accenture position peaked at $1.34M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.