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
Q2 		$850K Buy
3,377
+1,511
+81% +$262K 0.2% 53
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 $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

Fi3 Financial Advisors's ACN Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Accenture (ACN) stake by 81% in Q2 2026, buying an estimated $262K and bringing the position to 3,377 shares worth $850K. The position accounts for 0.2% of the portfolio, ranked #53.

Fi3 Financial Advisors first reported a position in ACN in Q2 2021 and has held it in 21 quarters since. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Fi3 Financial Advisors held 3,377 shares of Accenture worth $850K as of Q2 2026.
  • Fi3 Financial Advisors bought 1,511 Accenture shares in Q2 2026, an estimated $262K.
  • Accenture made up 0.2% of Fi3 Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Fi3 Financial Advisors first reported a position in Accenture in Q2 2021 and has held it in 21 quarters since.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.