Mount Yale Investment Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.12M | Buy |
20,801
+15,722
| +310% | +$3.66M | 0.1% | 215 |
|
|
2025
Q4 | $1.36M | Sell |
5,079
-1,165
| -19% | -$296K | 0.07% | 255 |
|
|
2025
Q3 | $1.54M | Sell |
6,244
-9,231
| -60% | -$2.41M | 0.11% | 205 |
|
|
2025
Q2 | $4.63M | Buy |
15,475
+625
| +4% | +$190K | 0.36% | 50 |
|
|
2025
Q1 | $4.63M | Buy |
14,850
+1,853
| +14% | +$654K | 0.4% | 41 |
|
|
2024
Q4 | $4.57M | Sell |
12,997
-3,405
| -21% | -$1.23M | 0.37% | 50 |
|
|
2024
Q3 | $5.8M | Sell |
16,402
-3,875
| -19% | -$1.27M | 0.56% | 31 |
|
|
2024
Q2 | $6.15M | Buy |
20,277
+5,013
| +33% | +$1.54M | 0.49% | 32 |
|
|
2024
Q1 | $5.29M | Sell |
15,264
-352
| -2% | -$128K | 0.41% | 48 |
|
|
2023
Q4 | $5.48M | Buy |
15,616
+384
| +3% | +$124K | 0.52% | 34 |
|
|
2023
Q3 | $4.68M | Buy |
15,232
+1,766
| +13% | +$556K | 0.51% | 39 |
|
|
2023
Q2 | $4.16M | Sell |
13,466
-1,657
| -11% | -$482K | 0.44% | 50 |
|
|
2023
Q1 | $4.32M | Sell |
15,123
-2,615
| -15% | -$713K | 0.49% | 46 |
|
|
2022
Q4 | $4.73M | Sell |
17,738
-1,736
| -9% | -$480K | 0.54% | 48 |
|
|
2022
Q3 | $5.01M | Buy |
19,474
+2,274
| +13% | +$657K | 0.67% | 33 |
|
|
2022
Q2 | $4.78M | Buy |
17,200
+2,270
| +15% | +$682K | 0.6% | 36 |
|
|
2022
Q1 | $5.04M | Sell |
14,930
-115
| -0.8% | -$38.8K | 0.55% | 42 |
|
|
2021
Q4 | $6.24M | Sell |
15,045
-408
| -3% | -$149K | 0.65% | 29 |
|
|
2021
Q3 | $4.94M | Buy |
15,453
+53
| +0.3% | +$17.2K | 0.57% | 44 |
|
|
2021
Q2 | $4.54M | Sell |
15,400
-3,646
| -19% | -$1.04M | 0.55% | 44 |
|
|
2021
Q1 | $5.26M | Buy |
19,046
+602
| +3% | +$156K | 0.69% | 35 |
|
|
2020
Q4 | $4.82M | Buy |
18,444
+67
| +0.4% | +$16.1K | 0.68% | 37 |
|
|
2020
Q3 | $4.15M | Buy |
18,377
+965
| +6% | +$221K | 0.59% | 41 |
|
|
2020
Q2 | $3.74M | Buy |
17,412
+100
| +0.6% | +$18.9K | 0.67% | 40 |
|
|
2020
Q1 | $2.83M | Sell |
17,312
-162
| -0.9% | -$31.2K | 0.64% | 38 |
|
|
2019
Q4 | $3.59M | Sell |
17,474
-310
| -2% | -$60.4K | 0.62% | 40 |
|
|
2019
Q3 | $3.4M | Sell |
17,784
-768
| -4% | -$149K | 0.61% | 40 |
|
|
2019
Q2 | $3.5M | Sell |
18,552
-1,068
| -5% | -$192K | 0.65% | 38 |
|
|
2019
Q1 | $3.45M | Sell |
19,620
-330
| -2% | -$51.9K | 0.65% | 36 |
|
|
2018
Q4 | $3.1M | Sell |
19,950
-1,097
| -5% | -$174K | 0.63% | 34 |
|
|
2018
Q3 | $3.45M | Buy |
21,047
+405
| +2% | +$67.4K | 0.6% | 36 |
|
|
2018
Q2 | $3.38M | Sell |
20,642
-1,241
| -6% | -$193K | 0.64% | 37 |
|
|
2018
Q1 | $3.36M | Buy |
+21,883
| New | +$3.47M | 0.72% | 32 |
|
Other funds holding ACN
VCM
VPM
Mount Yale Investment Advisors's ACN Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Accenture (ACN) stake by 310% in Q1 2026, buying an estimated $3.66M and bringing the position to 20,801 shares worth $4.12M. The position accounts for 0.1% of the portfolio, ranked #215.
Mount Yale Investment Advisors first reported a position in ACN in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.24M in Q4 2021. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Mount Yale Investment Advisors held 20,801 shares of Accenture worth $4.12M as of Q1 2026.
- Mount Yale Investment Advisors bought 15,722 Accenture shares in Q1 2026, an estimated $3.66M.
- Accenture made up 0.1% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #215 holding.
- Mount Yale Investment Advisors first reported a position in Accenture in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Accenture position peaked at $6.24M in Q4 2021.
- 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.