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Greystone Financial Group’s Accenture ACN Stock Holding History

Greystone 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
Q1 		– Sell
-2,653
Closed -$712K – 79
2025
Q4 		$712K Buy
+2,653
New +$674K 0.11% 79
2021
Q1 		– Sell
-29,666
Closed -$7.63M – 85
2020
Q4 		$7.63M Buy
+29,666
New +$7.11M 2.08% 20

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greystone Financial Group's ACN Position: Q1 2026 in Review

Greystone Financial Group sold out of Accenture (ACN) in Q1 2026, closing a stake of 2,653 shares — an estimated $712K sold.

Greystone Financial Group first reported a position in ACN in Q4 2020 and held it in 2 quarters. The position peaked at $7.63M in Q4 2020. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Greystone Financial Group reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Greystone Financial Group sold 2,653 Accenture shares in Q1 2026, an estimated $712K.
  • Greystone Financial Group first reported a position in Accenture in Q4 2020 and held it in 2 quarters.
  • Greystone Financial Group's Accenture position peaked at $7.63M in Q4 2020.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.