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Richardson Financial Services’s Accenture ACN Stock Holding History

Richardson Financial 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
Q1 		$49.6K Sell
250
-443
-64% -$103K 0.03% 301
2025
Q4 		$186K Buy
693
+437
+171% +$111K 0.06% 158
2025
Q3 		$63.1K Buy
256
+162
+172% +$42.2K 0.04% 262
2025
Q2 		$28.4K Sell
94
-98
-51% -$29.8K 0.02% 309
2025
Q1 		$59.9K Buy
192
+73
+61% +$25.8K 0.05% 224
2024
Q4 		$41.9K Sell
119
-25
-17% -$9K 0.03% 268
2024
Q3 		$43.9K Buy
144
+4
+3% +$1.31K 0.03% 270
2024
Q2 		$42.5K Sell
140
-77
-35% -$23.6K 0.03% 259
2024
Q1 		$75.2K Sell
217
-729
-77% -$266K 0.05% 215
2023
Q4 		$332K Buy
+946
New +$305K 0.29% 96

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Richardson Financial Services's ACN Position: Q1 2026 in Review

Richardson Financial Services reduced its Accenture (ACN) stake by 64% in Q1 2026, selling an estimated $103K and leaving 250 shares worth $49.6K. The position accounts for 0.03% of the portfolio, ranked #301.

Richardson Financial Services first reported a position in ACN in Q4 2023 and has held it in 10 quarters since. The position peaked at $332K in Q4 2023. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Richardson Financial Services held 250 shares of Accenture worth $49.6K as of Q1 2026.
  • Richardson Financial Services sold 443 Accenture shares in Q1 2026, an estimated $103K.
  • Accenture made up 0.03% of Richardson Financial Services's portfolio in Q1 2026, its #301 holding.
  • Richardson Financial Services first reported a position in Accenture in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Accenture position peaked at $332K in Q4 2023.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.