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Goldstone Financial Group’s Accenture ACN Stock Holding History

Goldstone Financial Group’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 		$272K Sell
2,182
-67
-3% -$11.6K 0.02% 214
2026
Q1 		$446K Sell
2,249
-339
-13% -$79K 0.05% 174
2025
Q4 		$694K Sell
2,588
-2,162
-46% -$549K 0.08% 144
2025
Q3 		$1.17M Buy
4,750
+1,705
+56% +$445K 0.14% 96
2025
Q2 		$928K Hold
3,045
– – 0.12% 102
2025
Q1 		$950K Sell
3,045
-70
-2% -$24.7K 0.14% 89
2024
Q4 		$1.1M Sell
3,115
-4
-0.1% -$1.44K 0.17% 87
2024
Q3 		$1.1M Sell
3,119
-294
-9% -$96.7K 0.19% 83
2024
Q2 		$1.04M Buy
3,413
+614
+22% +$188K 0.21% 79
2024
Q1 		$970K Hold
2,799
– – 0.22% 71
2023
Q4 		$982K Hold
2,799
– – 0.25% 71
2023
Q3 		$860K Buy
2,799
+12
+0.4% +$3.78K 0.25% 78
2023
Q2 		$860K Sell
2,787
-155
-5% -$45K 0.25% 71
2023
Q1 		$841K Buy
+2,942
New +$802K 0.28% 63

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

Goldstone Financial Group's ACN Position: Q2 2026 in Review

Goldstone Financial Group reduced its Accenture (ACN) stake by 3% in Q2 2026, selling an estimated $11.6K and leaving 2,182 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #214.

Goldstone Financial Group first reported a position in ACN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Goldstone Financial Group held 2,182 shares of Accenture worth $272K as of Q2 2026.
  • Goldstone Financial Group sold 67 Accenture shares in Q2 2026, an estimated $11.6K.
  • Accenture made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #214 holding.
  • Goldstone Financial Group first reported a position in Accenture in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Accenture position peaked at $1.17M in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.