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Moneta Group Investment Advisors’s Accenture ACN Stock Holding History

Moneta Group Investment 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
Q2 		$1.55M Sell
12,461
-5
-0% -$868 0.01% 327
2026
Q1 		$2.47M Sell
12,466
-405
-3% -$94.4K 0.02% 247
2025
Q4 		$3.45M Buy
12,871
+102
+0.8% +$25.9K 0.03% 206
2025
Q3 		$3.15M Sell
12,769
-777
-6% -$203K 0.03% 216
2025
Q2 		$4.05M Buy
13,546
+8,265
+157% +$2.52M 0.05% 151
2025
Q1 		$1.65M Sell
5,281
-458
-8% -$162K 0.02% 229
2024
Q4 		$2.02M Sell
5,739
-259
-4% -$93.2K 0.03% 207
2024
Q3 		$2.12M Sell
5,998
-892
-13% -$293K 0.03% 192
2024
Q2 		$2.09M Buy
6,890
+294
+4% +$90.1K 0.03% 185
2024
Q1 		$2.29M Buy
6,596
+870
+15% +$317K 0.04% 181
2023
Q4 		$2.01M Buy
5,726
+181
+3% +$58.4K 0.04% 172
2023
Q3 		$1.7M Buy
5,545
+180
+3% +$56.7K 0.04% 174
2023
Q2 		$1.66M Sell
5,365
-2,140
-29% -$622K 0.04% 183
2023
Q1 		$2.14M Buy
7,505
+3,921
+109% +$1.07M 0.05% 152
2022
Q4 		$1M Sell
3,584
-404
-10% -$112K 0.03% 206
2022
Q3 		$1.03M Sell
3,988
-266
-6% -$76.9K 0.04% 185
2022
Q2 		$1.18M Buy
4,254
+1,419
+50% +$426K 0.04% 187
2022
Q1 		$956K Sell
2,835
-1,049
-27% -$354K 0.04% 210
2021
Q4 		$1.61M Buy
3,884
+142
+4% +$51.8K 0.07% 156
2021
Q3 		$1.2M Buy
3,742
+4
+0.1% +$1.3K 0.06% 173
2021
Q2 		$1.1M Buy
3,738
+28
+0.8% +$8.02K 0.05% 188
2021
Q1 		$1.02M Buy
3,710
+2,420
+188% +$626K 0.05% 175
2020
Q4 		$337K Buy
1,290
+277
+27% +$66.4K 0.02% 238
2020
Q3 		$229K Buy
+1,013
New +$232K 0.02% 243
2020
Q1 		– Sell
-1,976
Closed -$416K – 234
2019
Q4 		$416K Hold
1,976
– – 0.03% 179
2019
Q3 		$380K Buy
+1,976
New +$382K 0.04% 188
2018
Q3 		– Sell
-1,398
Closed -$229K – 238
2018
Q2 		$229K Buy
+1,398
New +$217K 0.03% 235
2018
Q1 		– Sell
-6
Closed -$1K – 596
2017
Q4 		$1K Buy
+6
New +$870 ﹤0.01% 400

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

Moneta Group Investment Advisors's ACN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Accenture (ACN) stake by 0.04% in Q2 2026, selling an estimated $868 and leaving 12,461 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #327.

Moneta Group Investment Advisors first reported a position in ACN in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.05M in Q2 2025. 1,901 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Moneta Group Investment Advisors held 12,461 shares of Accenture worth $1.55M as of Q2 2026.
  • Moneta Group Investment Advisors sold 5 Accenture shares in Q2 2026, an estimated $868.
  • Accenture made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #327 holding.
  • Moneta Group Investment Advisors first reported a position in Accenture in Q4 2017 and has held it in 28 quarters since.
  • Moneta Group Investment Advisors's Accenture position peaked at $4.05M in Q2 2025.
  • 1,901 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.