FFA
ACN icon

Fi3 Financial Advisors’s Accenture ACN Stock Holding History

Fi3 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 		$370K Sell
1,866
-178
-9% -$41.5K 0.11% 109
2025
Q4 		$548K Buy
2,044
+562
+38% +$143K 0.17% 61
2025
Q3 		$365K Buy
1,482
+394
+36% +$103K 0.12% 80
2025
Q2 		$325K Sell
1,088
-33
-3% -$10.1K 0.12% 90
2025
Q1 		$350K Sell
1,121
-9
-0.8% -$3.18K 0.14% 68
2024
Q4 		$397K Buy
1,130
+43
+4% +$15.5K 0.15% 55
2024
Q3 		$384K Buy
1,087
+45
+4% +$14.8K 0.15% 50
2024
Q2 		$316K Sell
1,042
-18
-2% -$5.51K 0.14% 51
2024
Q1 		$322K Sell
1,060
-69
-6% -$25.1K 0.15% 52
2023
Q4 		$396K Sell
1,129
-61
-5% -$19.7K 0.19% 47
2023
Q3 		$365K Buy
1,190
+99
+9% +$31.2K 0.2% 47
2023
Q2 		$337K Sell
1,091
-3
-0.3% -$872 0.18% 46
2023
Q1 		$313K Sell
1,094
-36
-3% -$9.81K 0.17% 49
2022
Q4 		$302K Buy
1,130
+239
+27% +$66.1K 0.17% 47
2022
Q3 		$229K Sell
891
-18
-2% -$5.2K 0.21% 43
2022
Q2 		$247K Buy
909
+95
+12% +$28.5K 0.2% 40
2022
Q1 		$274K Buy
814
+18
+2% +$6.07K 0.21% 39
2021
Q4 		$330K Buy
796
+35
+5% +$12.8K 0.22% 33
2021
Q3 		$244K Hold
761
– – 0.16% 37
2021
Q2 		$242K Buy
+761
New +$218K 0.17% 40

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 $298B AUM 21.96% 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

Fi3 Financial Advisors's ACN Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Accenture (ACN) stake by 8.7% in Q1 2026, selling an estimated $41.5K and leaving 1,866 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #109.

Fi3 Financial Advisors first reported a position in ACN in Q2 2021 and has held it in 20 quarters since. The position peaked at $548K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Fi3 Financial Advisors held 1,866 shares of Accenture worth $370K as of Q1 2026.
  • Fi3 Financial Advisors sold 178 Accenture shares in Q1 2026, an estimated $41.5K.
  • Accenture made up 0.11% of Fi3 Financial Advisors's portfolio in Q1 2026, its #109 holding.
  • Fi3 Financial Advisors first reported a position in Accenture in Q2 2021 and has held it in 20 quarters since.
  • Fi3 Financial Advisors's Accenture position peaked at $548K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.