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Innovative Advisory Group’s Accenture ACN Stock Holding History

Innovative Advisory 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
-50
Closed -$13.4K – 37
2025
Q4 		$13.4K Hold
50
– – 0.01% 119
2025
Q3 		$12.3K Hold
50
– – 0.01% 127
2025
Q2 		$14.9K Buy
+50
New +$15.2K 0.01% 113

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Advisory Group's ACN Position: Q1 2026 in Review

Innovative Advisory Group sold out of Accenture (ACN) in Q1 2026, closing a stake of 50 shares — an estimated $13.4K sold.

Innovative Advisory Group first reported a position in ACN in Q2 2025 and held it in 3 quarters. The position peaked at $14.9K in Q2 2025. 2,166 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Innovative Advisory Group reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 50 Accenture shares in Q1 2026, an estimated $13.4K.
  • Innovative Advisory Group first reported a position in Accenture in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group's Accenture position peaked at $14.9K in Q2 2025.
  • 2,166 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.