KFI
ACN icon

Key Financial Inc’s Accenture ACN Stock Holding History

Key Financial Inc’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 		$38.8K Sell
312
-2,174
-87% -$377K 0.01% 590
2026
Q1 		$493K Hold
2,486
– – 0.09% 181
2025
Q4 		$667K Hold
2,486
– – 0.12% 143
2025
Q3 		$606K Sell
2,486
-4
-0.2% -$1.04K 0.11% 154
2025
Q2 		$744K Sell
2,490
-80
-3% -$24.4K 0.15% 122
2025
Q1 		$802K Hold
2,570
– – 0.17% 111
2024
Q4 		$904K Hold
2,570
– – 0.21% 93
2024
Q3 		$908K Buy
2,570
+4
+0.2% +$1.31K 0.2% 93
2024
Q2 		$779K Sell
2,566
-865
-25% -$265K 0.19% 99
2024
Q1 		$1.19M Hold
3,431
– – 0.3% 62
2023
Q4 		$1.2M Buy
3,431
+3,119
+1,000% +$1.01M 0.33% 60
2023
Q3 		$95.8K Hold
312
– – 0.03% 303
2023
Q2 		$96.3K Hold
312
– – 0.03% 300
2023
Q1 		$89.2K Hold
312
– – 0.03% 307
2022
Q4 		$80.3K Hold
312
– – 0.04% 285
2022
Q3 		$80K Hold
312
– – 0.04% 288
2022
Q2 		$88K Hold
312
– – 0.05% 263
2022
Q1 		$105K Buy
312
+122
+64% +$41.1K 0.05% 241
2021
Q4 		$79K Hold
190
– – 0.04% 271
2021
Q3 		$61K Sell
190
-29
-13% -$9.43K 0.03% 312
2021
Q2 		$70K Buy
219
+80
+58% +$22.9K 0.04% 290
2021
Q1 		$38K Hold
139
– – 0.03% 315
2020
Q4 		$36K Buy
+139
New +$33.3K 0.03% 296
2020
Q2 		– Sell
-86
Closed -$15K – 103
2020
Q1 		$15K Buy
+86
New +$16.6K 0.02% 354

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Key Financial Inc's ACN Position: Q2 2026 in Review

Key Financial Inc reduced its Accenture (ACN) stake by 87% in Q2 2026, selling an estimated $377K and leaving 312 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #590.

Key Financial Inc first reported a position in ACN in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q4 2023. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Key Financial Inc held 312 shares of Accenture worth $38.8K as of Q2 2026.
  • Key Financial Inc sold 2,174 Accenture shares in Q2 2026, an estimated $377K.
  • Accenture made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #590 holding.
  • Key Financial Inc first reported a position in Accenture in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Accenture position peaked at $1.2M in Q4 2023.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.