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Gladstone Institutional Advisory’s Accenture ACN Stock Holding History

Gladstone Institutional Advisory’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 		$384K Sell
3,088
-2,785
-47% -$483K 0.01% 670
2026
Q1 		$1.16M Buy
5,873
+41
+0.7% +$9.55K 0.04% 346
2025
Q4 		$1.56M Sell
5,832
-1,818
-24% -$462K 0.06% 288
2025
Q3 		$1.89M Buy
7,650
+275
+4% +$71.7K 0.07% 257
2025
Q2 		$2.2M Buy
7,375
+612
+9% +$186K 0.09% 230
2025
Q1 		$2.11M Sell
6,763
-53
-0.8% -$18.7K 0.1% 219
2024
Q4 		$2.4M Sell
6,816
-482
-7% -$174K 0.11% 197
2024
Q3 		$2.58M Sell
7,298
-819
-10% -$269K 0.13% 187
2024
Q2 		$2.46M Sell
8,117
-580
-7% -$178K 0.13% 191
2024
Q1 		$3.01M Sell
8,697
-5,799
-40% -$2.11M 0.17% 160
2023
Q4 		$5.09M Sell
14,496
-44
-0.3% -$14.2K 0.29% 91
2023
Q3 		$4.47M Buy
14,540
+484
+3% +$152K 0.29% 86
2023
Q2 		$4.34M Buy
14,056
+1,019
+8% +$296K 0.26% 100
2023
Q1 		$3.73M Buy
13,037
+2,543
+24% +$693K 0.24% 125
2022
Q4 		$2.8M Buy
10,494
+4,988
+91% +$1.38M 0.2% 148
2022
Q3 		$1.42M Sell
5,506
-6,840
-55% -$1.98M 0.11% 219
2022
Q2 		$3.43M Sell
12,346
-1,765
-13% -$530K 0.27% 89
2022
Q1 		$4.76M Buy
14,111
+5,121
+57% +$1.73M 0.32% 81
2021
Q4 		$3.73M Sell
8,990
-13
-0.1% -$4.74K 0.29% 99
2021
Q3 		$2.88M Buy
9,003
+6,362
+241% +$2.07M 0.28% 99
2021
Q2 		$779K Buy
+2,641
New +$756K 0.09% 226
2020
Q4 		– Sell
-1,519
Closed -$343K – 297
2020
Q3 		$343K Buy
+1,519
New +$348K 0.08% 189
2020
Q1 		– Sell
-1,133
Closed -$239K – 270
2019
Q4 		$239K Buy
1,133
+14
+1% +$2.73K 0.06% 229
2019
Q3 		$215K Buy
+1,119
New +$217K 0.05% 257

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

Gladstone Institutional Advisory's ACN Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Accenture (ACN) stake by 47% in Q2 2026, selling an estimated $483K and leaving 3,088 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #670.

Gladstone Institutional Advisory first reported a position in ACN in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.09M in Q4 2023. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Gladstone Institutional Advisory held 3,088 shares of Accenture worth $384K as of Q2 2026.
  • Gladstone Institutional Advisory sold 2,785 Accenture shares in Q2 2026, an estimated $483K.
  • Accenture made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #670 holding.
  • Gladstone Institutional Advisory first reported a position in Accenture in Q3 2019 and has held it in 24 quarters since.
  • Gladstone Institutional Advisory's Accenture position peaked at $5.09M in Q4 2023.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.