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Phoenix Financial’s Accenture ACN Stock Holding History

Phoenix Financial’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 		$569K Buy
4,589
+1,912
+71% +$332K ﹤0.01% 330
2026
Q1 		$530K Sell
2,677
-8,286
-76% -$1.93M 0.01% 298
2025
Q4 		$2.94M Buy
10,963
+1,365
+14% +$347K 0.03% 157
2025
Q3 		$2.37M Sell
9,598
-4,436
-32% -$1.16M 0.03% 171
2025
Q2 		$4.19M Buy
14,034
+353
+3% +$108K 0.06% 147
2025
Q1 		$4.28M Buy
13,681
+320
+2% +$113K 0.07% 138
2024
Q4 		$4.7M Buy
13,361
+2,198
+20% +$791K 0.06% 136
2024
Q3 		$3.95M Buy
11,163
+5,083
+84% +$1.67M 0.06% 154
2024
Q2 		$1.84M Buy
6,080
+69
+1% +$21.1K 0.03% 189
2024
Q1 		$2.08M Buy
6,011
+2,601
+76% +$948K 0.03% 185
2023
Q4 		$1.2M Sell
3,410
-502
-13% -$162K 0.02% 210
2023
Q3 		$1.18M Buy
+3,912
New +$1.23M 0.02% 220

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 $3.38T AUM 44.17% 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

Phoenix Financial's ACN Position: Q2 2026 in Review

Phoenix Financial increased its Accenture (ACN) stake by 71% in Q2 2026, buying an estimated $332K and bringing the position to 4,589 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Phoenix Financial first reported a position in ACN in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.7M in Q4 2024. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Phoenix Financial held 4,589 shares of Accenture worth $569K as of Q2 2026.
  • Phoenix Financial bought 1,912 Accenture shares in Q2 2026, an estimated $332K.
  • Accenture made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #330 holding.
  • Phoenix Financial first reported a position in Accenture in Q3 2023 and has held it in 12 quarters since.
  • Phoenix Financial's Accenture position peaked at $4.7M in Q4 2024.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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