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

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return