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 Q2	$19.3K	Sell	155 -1	-0.6%	-$174	﹤0.01%	636
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IMA Advisory Services's ACN Position: Q2 2026 in Review

IMA Advisory Services reduced its Accenture (ACN) stake by 0.64% in Q2 2026, selling an estimated $174 and leaving 155 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

IMA Advisory Services first reported a position in ACN in Q2 2018 and has held it in 28 quarters since. The position peaked at $74.5K in Q3 2025. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

IMA Advisory Services held 155 shares of Accenture worth $19.3K as of Q2 2026.
IMA Advisory Services sold 1 Accenture share in Q2 2026, an estimated $174.
Accenture made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #636 holding.
IMA Advisory Services first reported a position in Accenture in Q2 2018 and has held it in 28 quarters since.
IMA Advisory Services's Accenture position peaked at $74.5K in Q3 2025.
1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.