Okabena Investment Services’s Accenture ACN Stock Holding History

Okabena Investment Services’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	$430K	Sell	3,458 -9	-0.3%	-$1.56K	0.08%	120
2026 Q1	$687K	Sell	3,467 -92	-3%	-$21.4K	0.13%	99
2025 Q4	$955K	Hold	3,559	–	–	0.18%	80
2025 Q3	$878K	Sell	3,559 -1,009	-22%	-$263K	0.17%	89
2025 Q2	$1.37M	Hold	4,568	–	–	0.3%	57
2025 Q1	$1.43M	Sell	4,568 -1,774	-28%	-$627K	0.36%	55
2024 Q4	$2.23M	Sell	6,342 -207	-3%	-$74.5K	0.62%	35
2024 Q3	$2.31M	Hold	6,549	–	–	0.65%	30
2024 Q2	$1.99M	Hold	6,549	–	–	0.63%	32
2024 Q1	$2.27M	Sell	6,549 -79	-1%	-$28.8K	0.76%	32
2023 Q4	$2.33M	Buy	6,628 +6,576	+12,646%	+$2.12M	0.91%	30
2023 Q3	$16K	Hold	52	–	–	0.01%	76
2023 Q2	$16K	Sell	52 -1,654	-97%	-$481K	0.01%	111
2023 Q1	$488K	Sell	1,706 -200	-10%	-$54.5K	0.34%	53
2022 Q4	$509K	Sell	1,906 -5,275	-73%	-$1.46M	0.34%	65
2022 Q3	$1.85M	Buy	7,181 +1,654	+30%	+$478K	0.89%	38
2022 Q2	$1.53M	Buy	5,527 +200	+4%	+$60.1K	0.79%	39
2022 Q1	$1.8M	Hold	5,327	–	–	0.76%	40
2021 Q4	$2.21M	Buy	5,327 +3,987	+298%	+$1.45M	0.84%	32
2021 Q3	$429K	Hold	1,340	–	–	0.23%	62
2021 Q2	$395K	Buy	+1,340	New	+$384K	0.19%	63

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Okabena Investment Services's ACN Position: Q2 2026 in Review

Okabena Investment Services reduced its Accenture (ACN) stake by 0.26% in Q2 2026, selling an estimated $1.56K and leaving 3,458 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #120.

Okabena Investment Services first reported a position in ACN in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.33M in Q4 2023. 1,449 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Okabena Investment Services held 3,458 shares of Accenture worth $430K as of Q2 2026.
Okabena Investment Services sold 9 Accenture shares in Q2 2026, an estimated $1.56K.
Accenture made up 0.08% of Okabena Investment Services's portfolio in Q2 2026, its #120 holding.
Okabena Investment Services first reported a position in Accenture in Q2 2021 and has held it in 21 quarters since.
Okabena Investment Services's Accenture position peaked at $2.33M in Q4 2023.
1,449 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.