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Oxford Financial Group’s Accenture ACN Stock Holding History

Oxford Financial Group’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 		$227K Sell
1,823
-48
-3% -$8.33K 0.01% 233
2026
Q1 		$371K Sell
1,871
-85
-4% -$19.8K 0.02% 192
2025
Q4 		$525K Sell
1,956
-98
-5% -$24.9K 0.03% 141
2025
Q3 		$507K Buy
2,054
+238
+13% +$62.1K 0.03% 141
2025
Q2 		$543K Buy
1,816
+279
+18% +$85K 0.03% 123
2025
Q1 		$480K Sell
1,537
-7
-0.5% -$2.47K 0.03% 137
2024
Q4 		$543K Sell
1,544
-109
-7% -$39.2K 0.04% 135
2024
Q3 		$584K Sell
1,653
-114
-6% -$37.5K 0.04% 128
2024
Q2 		$536K Buy
1,767
+212
+14% +$64.9K 0.04% 143
2024
Q1 		$539K Sell
1,555
-42
-3% -$15.3K 0.04% 125
2023
Q4 		$560K Sell
1,597
-174
-10% -$56.1K 0.04% 126
2023
Q3 		$544K Sell
1,771
-346
-16% -$109K 0.05% 118
2023
Q2 		$653K Buy
2,117
+502
+31% +$146K 0.06% 111
2023
Q1 		$462K Sell
1,615
-91
-5% -$24.8K 0.05% 117
2022
Q4 		$455K Buy
1,706
+622
+57% +$172K 0.05% 121
2022
Q3 		$279K Sell
1,084
-45
-4% -$13K 0.04% 144
2022
Q2 		$313K Buy
1,129
+28
+3% +$8.41K 0.05% 146
2022
Q1 		$371K Sell
1,101
-129
-10% -$43.5K 0.05% 139
2021
Q4 		$510K Buy
1,230
+149
+14% +$54.3K 0.06% 122
2021
Q3 		$346K Sell
1,081
-225
-17% -$73.2K 0.04% 138
2021
Q2 		$385K Buy
1,306
+225
+21% +$64.4K 0.05% 127
2021
Q1 		$299K Sell
1,081
-225
-17% -$58.2K 0.04% 145
2020
Q4 		$341K Buy
1,306
+225
+21% +$53.9K 0.05% 140
2020
Q3 		$244K Hold
1,081
– – 0.04% 144
2020
Q2 		$232K Sell
1,081
-169
-14% -$32K 0.04% 148
2020
Q1 		$204K Buy
+1,250
New +$241K 0.04% 148

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

Oxford Financial Group's ACN Position: Q2 2026 in Review

Oxford Financial Group reduced its Accenture (ACN) stake by 2.6% in Q2 2026, selling an estimated $8.33K and leaving 1,823 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #233.

Oxford Financial Group first reported a position in ACN in Q1 2020 and has held it in 26 quarters since. The position peaked at $653K in Q2 2023. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Oxford Financial Group held 1,823 shares of Accenture worth $227K as of Q2 2026.
  • Oxford Financial Group sold 48 Accenture shares in Q2 2026, an estimated $8.33K.
  • Accenture made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #233 holding.
  • Oxford Financial Group first reported a position in Accenture in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Accenture position peaked at $653K in Q2 2023.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.