KA
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Klingman & Associates’s Accenture ACN Stock Holding History

Klingman & Associates’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 		$333K Sell
1,677
-622
-27% -$145K 0.02% 245
2025
Q4 		$617K Buy
2,299
+345
+18% +$87.7K 0.03% 167
2025
Q3 		$482K Sell
1,954
-552
-22% -$144K 0.02% 193
2025
Q2 		$749K Buy
2,506
+277
+12% +$84.4K 0.04% 133
2025
Q1 		$696K Sell
2,229
-44
-2% -$15.5K 0.04% 126
2024
Q4 		$800K Sell
2,273
-37
-2% -$13.3K 0.05% 115
2024
Q3 		$817K Buy
2,310
+1,079
+88% +$355K 0.05% 117
2024
Q2 		$373K Buy
1,231
+26
+2% +$7.96K 0.03% 171
2024
Q1 		$418K Buy
1,205
+360
+43% +$131K 0.03% 162
2023
Q4 		$297K Sell
845
-154
-15% -$49.6K 0.02% 185
2023
Q3 		$307K Sell
999
-69
-6% -$21.7K 0.02% 176
2023
Q2 		$330K Buy
1,068
+115
+12% +$33.4K 0.03% 163
2023
Q1 		$272K Sell
953
-59
-6% -$16.1K 0.02% 159
2022
Q4 		$270K Buy
1,012
+91
+10% +$25.2K 0.02% 168
2022
Q3 		$237K Sell
921
-72
-7% -$20.8K 0.02% 166
2022
Q2 		$276K Buy
993
+35
+4% +$10.5K 0.03% 154
2022
Q1 		$323K Sell
958
-48
-5% -$16.2K 0.03% 155
2021
Q4 		$417K Buy
1,006
+32
+3% +$11.7K 0.04% 120
2021
Q3 		$312K Buy
+974
New +$317K 0.03% 131
2016
Q4 		– Sell
-686
Closed -$84K – 99
2016
Q3 		$84K Hold
686
– – 0.03% 151
2016
Q2 		$78K Hold
686
– – 0.03% 158
2016
Q1 		$79K Hold
686
– – 0.03% 154
2015
Q4 		$72K Hold
686
– – 0.03% 191
2015
Q3 		$67K Sell
686
-293
-30% -$29.1K 0.03% 192
2015
Q2 		$95K Buy
979
+293
+43% +$28K 0.04% 135
2015
Q1 		$64K Hold
686
– – 0.03% 159
2014
Q4 		$61K Buy
+686
New +$57K 0.03% 166

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

Klingman & Associates's ACN Position: Q1 2026 in Review

Klingman & Associates reduced its Accenture (ACN) stake by 27% in Q1 2026, selling an estimated $145K and leaving 1,677 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #245.

Klingman & Associates first reported a position in ACN in Q4 2014 and has held it in 27 quarters since. The position peaked at $817K in Q3 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Klingman & Associates held 1,677 shares of Accenture worth $333K as of Q1 2026.
  • Klingman & Associates sold 622 Accenture shares in Q1 2026, an estimated $145K.
  • Accenture made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #245 holding.
  • Klingman & Associates first reported a position in Accenture in Q4 2014 and has held it in 27 quarters since.
  • Klingman & Associates's Accenture position peaked at $817K in Q3 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.