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Roehl & Yi Investment Advisors’s Accenture ACN Stock Holding History

Roehl & Yi Investment Advisors’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 		– Sell
-5,649
Closed -$330K – 195
2026
Q1 		$330K Buy
5,649
+331
+6% +$77.1K 0.12% 131
2025
Q4 		$356K Sell
5,318
-122
-2% -$31K 0.14% 119
2025
Q3 		$357K Buy
5,440
+3,959
+267% +$1.03M 0.16% 113
2025
Q2 		$443K Buy
1,481
+44
+3% +$13.4K 0.23% 93
2025
Q1 		$448K Buy
1,437
+14
+1% +$4.94K 0.24% 93
2024
Q4 		$501K Buy
+1,423
New +$512K 0.28% 84

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

Roehl & Yi Investment Advisors's ACN Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 5,649 shares — an estimated $330K sold.

Roehl & Yi Investment Advisors first reported a position in ACN in Q4 2024 and held it in 6 quarters. The position peaked at $501K in Q4 2024. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Roehl & Yi Investment Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 5,649 Accenture shares in Q2 2026, an estimated $330K.
  • Roehl & Yi Investment Advisors first reported a position in Accenture in Q4 2024 and held it in 6 quarters.
  • Roehl & Yi Investment Advisors's Accenture position peaked at $501K in Q4 2024.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.