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Goldstein Advisors’s Accenture ACN Stock Holding History

Goldstein 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 		$266K Buy
+2,136
New +$371K 0.02% 208
2025
Q1 		– Sell
-928
Closed -$326K – 203
2024
Q4 		$326K Buy
928
+21
+2% +$7.56K 0.05% 128
2024
Q3 		$321K Sell
907
-505
-36% -$166K 0.05% 117
2024
Q2 		$428K Buy
1,412
+14
+1% +$4.29K 0.07% 89
2024
Q1 		$485K Sell
1,398
-19
-1% -$6.92K 0.08% 81
2023
Q4 		$497K Sell
1,417
-35
-2% -$11.3K 0.08% 103
2023
Q3 		$446K Sell
1,452
-33
-2% -$10.4K 0.09% 77
2023
Q2 		$458K Buy
1,485
+3
+0.2% +$872 0.1% 76
2023
Q1 		$424K Buy
1,482
+125
+9% +$34.1K 0.09% 80
2022
Q4 		$362K Buy
+1,357
New +$375K 0.09% 89

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

Goldstein Advisors's ACN Position: Q2 2026 in Review

Goldstein Advisors opened a new position in Accenture (ACN) in Q2 2026: 2,136 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings. This is a return to the name: Goldstein Advisors previously reported a position in ACN as recently as Q4 2024.

Goldstein Advisors first reported a position in ACN in Q4 2022 and has held it in 10 quarters since. The position peaked at $497K in Q4 2023. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Goldstein Advisors held 2,136 shares of Accenture worth $266K as of Q2 2026.
  • Accenture was a new Goldstein Advisors position in Q2 2026.
  • Accenture made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #208 holding.
  • Goldstein Advisors first reported a position in Accenture in Q4 2022 and has held it in 10 quarters since.
  • Goldstein Advisors's Accenture position peaked at $497K in Q4 2023.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.