Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Accenture ACN Stock Holding History

Kovitz Investment Group Partners’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 		$5.36M Sell
27,007
-66,077
-71% -$15.4M 0.12% 130
2025
Q4 		$25M Sell
93,084
-366,533
-80% -$93.1M 0.55% 40
2025
Q3 		$113M Buy
459,617
+369,927
+412% +$96.5M 0.44% 56
2025
Q2 		$26.8M Buy
89,690
+9,279
+12% +$2.83M 0.11% 158
2025
Q1 		$25.1M Sell
80,411
-4,535
-5% -$1.6M 0.13% 145
2024
Q4 		$29.9M Sell
84,946
-1,352
-2% -$487K 0.15% 130
2024
Q3 		$26.9M Buy
86,298
+17,013
+25% +$5.59M 0.19% 103
2024
Q2 		$21M Buy
69,285
+14,217
+26% +$4.36M 0.18% 94
2024
Q1 		$19.1M Buy
55,068
+25,995
+89% +$9.47M 0.24% 60
2023
Q4 		$10.2M Sell
29,073
-2,010
-6% -$648K 0.17% 66
2023
Q3 		$9.55M Sell
31,083
-532
-2% -$168K 0.17% 62
2023
Q2 		$9.76M Sell
31,615
-1,671
-5% -$486K 0.14% 70
2023
Q1 		$9.51M Buy
33,286
+10,439
+46% +$2.85M 0.17% 81
2022
Q4 		$6.1M Buy
22,847
+1,366
+6% +$378K 0.12% 124
2022
Q3 		$5.53M Buy
21,481
+253
+1% +$73.1K 0.13% 122
2022
Q2 		$5.89M Buy
21,228
+18,218
+605% +$5.47M 0.13% 120
2022
Q1 		$1.01M Sell
3,010
-822
-21% -$277K 0.02% 292
2021
Q4 		$1M Buy
3,832
+600
+19% +$219K 0.02% 274
2021
Q3 		$1.03M Sell
3,232
-625
-16% -$203K 0.02% 294
2021
Q2 		$1.14M Buy
3,857
+62
+2% +$17.8K 0.02% 290
2021
Q1 		$1.05M Sell
3,795
-37
-1% -$9.56K 0.02% 278
2020
Q4 		$1M Hold
3,832
– – 0.02% 269
2020
Q3 		$866K Sell
3,832
-236
-6% -$54.1K 0.02% 268
2020
Q2 		$873K Buy
4,068
+1,780
+78% +$337K 0.03% 264
2020
Q1 		$374K Sell
2,288
-459
-17% -$88.4K 0.01% 310
2019
Q4 		$578K Buy
+2,747
New +$535K 0.02% 310
2017
Q2 		– Sell
-2,250
Closed -$270K – 155
2017
Q1 		$270K Buy
+2,250
New +$269K 0.01% 117
2016
Q2 		– Sell
-288,600
Closed -$33.3M – 123
2016
Q1 		$33.3M Buy
+288,600
New +$29.6M 1.97% 23

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

Kovitz Investment Group Partners's ACN Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Accenture (ACN) stake by 71% in Q1 2026, selling an estimated $15.4M and leaving 27,007 shares worth $5.36M. The position accounts for 0.12% of the portfolio, ranked #130.

Kovitz Investment Group Partners first reported a position in ACN in Q1 2016 and has held it in 28 quarters since. The position peaked at $113M in Q3 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Kovitz Investment Group Partners held 27,007 shares of Accenture worth $5.36M as of Q1 2026.
  • Kovitz Investment Group Partners sold 66,077 Accenture shares in Q1 2026, an estimated $15.4M.
  • Accenture made up 0.12% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #130 holding.
  • Kovitz Investment Group Partners first reported a position in Accenture in Q1 2016 and has held it in 28 quarters since.
  • Kovitz Investment Group Partners's Accenture position peaked at $113M in Q3 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.