IMA Advisory Services’s Accenture ACN Stock Holding History

IMA Advisory Services’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	$30.9K	Sell	156 -7	-4%	-$1.63K	﹤0.01%	277
2025 Q4	$43.7K	Sell	163 -139	-46%	-$35.3K	﹤0.01%	254
2025 Q3	$74.5K	Buy	302 +64	+27%	+$16.7K	0.01%	214
2025 Q2	$71.1K	Buy	238 +22	+10%	+$6.7K	0.01%	207
2025 Q1	$67.4K	Buy	+216	New	+$76.3K	0.01%	214
2023 Q4	–	Sell	-43	Closed	-$13.2K	–	70
2023 Q3	$13.2K	Hold	43	–	–	﹤0.01%	236
2023 Q2	$13.3K	Hold	43	–	–	﹤0.01%	238
2023 Q1	$12.3K	Hold	43	–	–	﹤0.01%	235
2022 Q4	$11.5K	Hold	43	–	–	﹤0.01%	253
2022 Q3	$11K	Hold	43	–	–	﹤0.01%	247
2022 Q2	$12K	Hold	43	–	–	﹤0.01%	253
2022 Q1	$15K	Hold	43	–	–	﹤0.01%	223
2021 Q4	$18K	Hold	43	–	–	﹤0.01%	224
2021 Q3	$14K	Hold	43	–	–	﹤0.01%	222
2021 Q2	$13K	Hold	43	–	–	﹤0.01%	220
2021 Q1	$12K	Hold	43	–	–	﹤0.01%	226
2020 Q4	$11K	Hold	43	–	–	﹤0.01%	216
2020 Q3	$10K	Hold	43	–	–	﹤0.01%	209
2020 Q2	$9K	Hold	43	–	–	﹤0.01%	209
2020 Q1	$7K	Hold	43	–	–	﹤0.01%	215
2019 Q4	$9K	Hold	43	–	–	﹤0.01%	216
2019 Q3	$8K	Hold	43	–	–	﹤0.01%	218
2019 Q2	$8K	Hold	43	–	–	﹤0.01%	204
2019 Q1	$8K	Sell	43 -92	-68%	-$14.5K	﹤0.01%	214
2018 Q4	$19K	Hold	135	–	–	0.01%	184
2018 Q3	$23K	Sell	135 -5	-4%	-$832	0.01%	181
2018 Q2	$23K	Buy	+140	New	+$21.8K	0.01%	207

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IMA Advisory Services's ACN Position: Q1 2026 in Review

IMA Advisory Services reduced its Accenture (ACN) stake by 4.3% in Q1 2026, selling an estimated $1.63K and leaving 156 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

IMA Advisory Services first reported a position in ACN in Q2 2018 and has held it in 27 quarters since. The position peaked at $74.5K in Q3 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

IMA Advisory Services held 156 shares of Accenture worth $30.9K as of Q1 2026.
IMA Advisory Services sold 7 Accenture shares in Q1 2026, an estimated $1.63K.
Accenture made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #277 holding.
IMA Advisory Services first reported a position in Accenture in Q2 2018 and has held it in 27 quarters since.
IMA Advisory Services's Accenture position peaked at $74.5K in Q3 2025.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.