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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial's ACN Position: Q1 2026 in Review

Phoenix Financial reduced its Accenture (ACN) stake by 76% in Q1 2026, selling an estimated $1.93M and leaving 2,677 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #298.

Phoenix Financial first reported a position in ACN in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.7M in Q4 2024. 2,155 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Phoenix Financial held 2,677 shares of Accenture worth $530K as of Q1 2026.
  • Phoenix Financial sold 8,286 Accenture shares in Q1 2026, an estimated $1.93M.
  • Accenture made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #298 holding.
  • Phoenix Financial first reported a position in Accenture in Q3 2023 and has held it in 11 quarters since.
  • Phoenix Financial's Accenture position peaked at $4.7M in Q4 2024.
  • 2,155 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.