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Kelleher Financial Advisors’s Accenture ACN Stock Holding History

Kelleher Financial Advisors’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 		$313K Buy
1,155
+329
+40% +$76.7K 0.08% 159
2025
Q4 		$222K Sell
826
-290
-26% -$73.7K 0.05% 204
2025
Q3 		$275K Buy
1,116
+286
+34% +$74.6K 0.07% 152
2025
Q2 		$248K Sell
830
-120
-13% -$36.5K 0.09% 120
2025
Q1 		$296K Buy
950
+101
+12% +$35.7K 0.12% 99
2024
Q4 		$299K Buy
849
+19
+2% +$6.84K 0.11% 95
2024
Q3 		$293K Hold
830
– – 0.11% 94
2024
Q2 		$252K Hold
830
– – 0.1% 96
2024
Q1 		$288K Hold
830
– – 0.12% 101
2023
Q4 		$291K Hold
830
– – 0.14% 84
2023
Q3 		$255K Hold
830
– – 0.13% 87
2023
Q2 		$256K Buy
+830
New +$241K 0.15% 87
2023
Q1 		– Sell
-830
Closed -$221K – 109
2022
Q4 		$221K Hold
830
– – 0.17% 80
2022
Q3 		$213K Sell
830
-1,640
-66% -$474K 0.15% 93
2022
Q2 		$685K Buy
2,470
+1,640
+198% +$493K 0.31% 61
2022
Q1 		$279K Buy
830
+39
+5% +$13.2K 0.15% 98
2021
Q4 		$327K Sell
791
-1,210
-60% -$441K 0.17% 91
2021
Q3 		$640K Buy
2,001
+1,210
+153% +$394K 0.28% 83
2021
Q2 		$233K Hold
791
– – 0.13% 109
2021
Q1 		$218K Hold
791
– – 0.14% 102
2020
Q4 		$206K Sell
791
-229
-22% -$54.9K 0.15% 94
2020
Q3 		$230K Hold
1,020
– – 0.19% 82
2020
Q2 		$219K Buy
+1,020
New +$193K 0.21% 86
2020
Q1 		– Sell
-958
Closed -$201K – 91
2019
Q4 		$201K Buy
+958
New +$187K 0.2% 93

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 $298B AUM 21.96% 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

Kelleher Financial Advisors's ACN Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Accenture (ACN) stake by 40% in Q1 2026, buying an estimated $76.7K and bringing the position to 1,155 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #159.

Kelleher Financial Advisors first reported a position in ACN in Q4 2019 and has held it in 24 quarters since. The position peaked at $685K in Q2 2022. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Kelleher Financial Advisors held 1,155 shares of Accenture worth $313K as of Q1 2026.
  • Kelleher Financial Advisors bought 329 Accenture shares in Q1 2026, an estimated $76.7K.
  • Accenture made up 0.08% of Kelleher Financial Advisors's portfolio in Q1 2026, its #159 holding.
  • Kelleher Financial Advisors first reported a position in Accenture in Q4 2019 and has held it in 24 quarters since.
  • Kelleher Financial Advisors's Accenture position peaked at $685K in Q2 2022.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.