Poinciana Advisors Group’s Accenture ACN Stock Holding History

Poinciana Advisors 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 Q1	–	Sell	-937	Closed	-$251K	–	131
2025 Q4	$251K	Buy	+937	New	+$238K	0.2%	101

Other funds holding ACN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Poinciana Advisors Group's ACN Position: Q1 2026 in Review

Poinciana Advisors Group sold out of Accenture (ACN) in Q1 2026, closing a stake of 937 shares — an estimated $251K sold.

Poinciana Advisors Group first reported a position in ACN in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Poinciana Advisors Group reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Poinciana Advisors Group sold 937 Accenture shares in Q1 2026, an estimated $251K.
Poinciana Advisors Group first reported a position in Accenture in Q4 2025 and held it in 1 quarter.
Poinciana Advisors Group's Accenture position peaked at $251K in Q4 2025.
2,155 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.