Evernest Financial Advisors’s Accenture ACN Stock Holding History

Evernest Financial Advisors’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	$583K	Sell	3,293 -1	-0%	-$233	0.12%	107
2025 Q4	$780K	Sell	3,294 -785	-19%	-$199K	0.16%	92
2025 Q3	$1.01M	Sell	4,079 -148	-4%	-$38.6K	0.28%	71
2025 Q2	$1.26M	Buy	4,227 +27	+0.6%	+$8.22K	0.41%	50
2025 Q1	$1.31M	Sell	4,200 -210	-5%	-$74.2K	0.47%	45
2024 Q4	$1.55M	Buy	4,410 +161	+4%	+$58K	0.4%	41
2024 Q3	$1.5M	Sell	4,249 -131	-3%	-$43.1K	0.4%	39
2024 Q2	$1.33M	Sell	4,380 -125	-3%	-$38.3K	0.6%	34
2024 Q1	$1.43M	Sell	4,505 -251	-5%	-$91.5K	0.68%	30
2023 Q4	$1.67M	Buy	+4,756	New	+$1.53M	0.85%	27
2021 Q4	$1.59M	Buy	+4,290	New	+$1.56M	0.83%	25

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

Evernest Financial Advisors's ACN Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Accenture (ACN) stake by 0.03% in Q1 2026, selling an estimated $233 and leaving 3,293 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #107.

Evernest Financial Advisors first reported a position in ACN in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2023. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Evernest Financial Advisors held 3,293 shares of Accenture worth $583K as of Q1 2026.
Evernest Financial Advisors sold 1 Accenture share in Q1 2026, an estimated $233.
Accenture made up 0.12% of Evernest Financial Advisors's portfolio in Q1 2026, its #107 holding.
Evernest Financial Advisors first reported a position in Accenture in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Accenture position peaked at $1.67M in Q4 2023.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.