Kaufman Rossin Wealth’s Accenture ACN Stock Holding History

Kaufman Rossin Wealth’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	-848	Closed	-$228K	–	101
2025 Q4	$228K	Sell	848 -76	-8%	-$19.3K	0.12%	140
2025 Q3	$228K	Buy	+924	New	+$241K	0.12%	133

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

Kaufman Rossin Wealth's ACN Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Accenture (ACN) in Q1 2026, closing a stake of 848 shares — an estimated $228K sold.

Kaufman Rossin Wealth first reported a position in ACN in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q3 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 848 Accenture shares in Q1 2026, an estimated $228K.
Kaufman Rossin Wealth first reported a position in Accenture in Q3 2025 and held it in 2 quarters.
Kaufman Rossin Wealth's Accenture position peaked at $228K in Q3 2025.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.