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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
Q2 		– Sell
-320
Closed -$63.5K – 437
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 $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

Root Financial Partners's ACN Position: Q2 2026 in Review

Root Financial Partners sold out of Accenture (ACN) in Q2 2026, closing a stake of 320 shares — an estimated $63.5K sold.

Root Financial Partners first reported a position in ACN in Q4 2024 and held it in 5 quarters. The position peaked at $286K in Q4 2024. 1,900 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Root Financial Partners reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 320 Accenture shares in Q2 2026, an estimated $63.5K.
  • Root Financial Partners first reported a position in Accenture in Q4 2024 and held it in 5 quarters.
  • Root Financial Partners's Accenture position peaked at $286K in Q4 2024.
  • 1,900 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.