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Foundations Investment Advisors’s Accenture ACN Stock Holding History

Foundations Investment 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 		– Sell
-2,877
Closed -$570K – 1205
2026
Q1 		$570K Buy
2,877
+1,111
+63% +$259K 0.01% 671
2025
Q4 		$474K Sell
1,766
-340
-16% -$86.4K 0.01% 731
2025
Q3 		$519K Sell
2,106
-210
-9% -$54.8K 0.01% 641
2025
Q2 		$692K Buy
2,316
+252
+12% +$76.8K 0.01% 507
2025
Q1 		$644K Sell
2,064
-66,180
-97% -$23.4M 0.01% 507
2024
Q4 		$24M Sell
68,244
-650
-0.9% -$234K 0.46% 55
2024
Q3 		$24.4M Buy
68,894
+155
+0.2% +$51K 0.51% 48
2024
Q2 		$20.9M Buy
68,739
+156
+0.2% +$47.8K 0.51% 48
2024
Q1 		$23.8M Buy
68,583
+228
+0.3% +$83.1K 0.62% 36
2023
Q4 		$25.4M Sell
68,355
-262
-0.4% -$84.5K 0.68% 30
2023
Q3 		$21.1M Sell
68,617
-306
-0.4% -$96.4K 0.65% 34
2023
Q2 		$21.3M Buy
68,923
+319
+0.5% +$92.7K 0.7% 31
2023
Q1 		$19.6M Buy
68,604
+133
+0.2% +$36.3K 0.7% 28
2022
Q4 		$18.3M Sell
68,471
-21
-0% -$5.81K 0.73% 22
2022
Q3 		$17.6M Buy
68,492
+67,465
+6,569% +$19.5M 0.77% 20
2022
Q2 		$283K Buy
1,027
+131
+15% +$39.4K 0.01% 310
2022
Q1 		$286K Buy
896
+28
+3% +$9.44K 0.01% 280
2021
Q4 		$327K Buy
868
+45
+5% +$16.4K 0.01% 262
2021
Q3 		$268K Buy
823
+20
+2% +$6.51K 0.01% 269
2021
Q2 		$251K Sell
803
-161
-17% -$46.1K 0.01% 255
2021
Q1 		$272K Buy
964
+144
+18% +$37.2K 0.02% 188
2020
Q4 		$217K Buy
+820
New +$197K 0.01% 175

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

Foundations Investment Advisors's ACN Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 2,877 shares — an estimated $570K sold.

Foundations Investment Advisors first reported a position in ACN in Q4 2020 and held it in 22 quarters. The position peaked at $25.4M in Q4 2023. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,877 Accenture shares in Q2 2026, an estimated $570K.
  • Foundations Investment Advisors first reported a position in Accenture in Q4 2020 and held it in 22 quarters.
  • Foundations Investment Advisors's Accenture position peaked at $25.4M in Q4 2023.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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