RFP
ACN icon

Root Financial Partners’s Accenture ACN Stock Holding History

Root Financial Partners’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 		$63.5K Sell
320
-116
-27% -$27K ﹤0.01% 760
2025
Q4 		$117K Sell
436
-257
-37% -$65.3K 0.01% 418
2025
Q3 		$171K Buy
693
+8
+1% +$2.09K 0.01% 311
2025
Q2 		$205K Buy
+685
New +$209K 0.02% 242
2025
Q1 		– Sell
-813
Closed -$286K – 211
2024
Q4 		$286K Buy
+813
New +$293K 0.04% 162

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

Root Financial Partners's ACN Position: Q1 2026 in Review

Root Financial Partners reduced its Accenture (ACN) stake by 27% in Q1 2026, selling an estimated $27K and leaving 320 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Root Financial Partners first reported a position in ACN in Q4 2024 and has held it in 5 quarters since. The position peaked at $286K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Root Financial Partners held 320 shares of Accenture worth $63.5K as of Q1 2026.
  • Root Financial Partners sold 116 Accenture shares in Q1 2026, an estimated $27K.
  • Accenture made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #760 holding.
  • Root Financial Partners first reported a position in Accenture in Q4 2024 and has held it in 5 quarters since.
  • Root Financial Partners's Accenture position peaked at $286K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.