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 Q3	$59.2K	Buy	323 +11	+4%	+$1.86K	0.01%	506
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%	+$1.32K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Key Financial Inc's ACN Position: Q3 2026 in Review

Key Financial Inc increased its Accenture (ACN) stake by 3.5% in Q3 2026, buying an estimated $1.86K and bringing the position to 323 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #506.

Key Financial Inc first reported a position in ACN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.2M in Q4 2023. 1,217 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Key Financial Inc held 323 shares of Accenture worth $59.2K as of Q3 2026.
Key Financial Inc bought 11 Accenture shares in Q3 2026, an estimated $1.86K.
Accenture made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #506 holding.
Key Financial Inc first reported a position in Accenture in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Accenture position peaked at $1.2M in Q4 2023.
1,217 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.