SMA
ACN icon

Sage Mountain Advisors’s Accenture ACN Stock Holding History

Sage Mountain 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
Q1 		– Sell
-5,692
Closed -$1.53M – 286
2025
Q4 		$1.53M Buy
5,692
+891
+19% +$226K 0.08% 125
2025
Q3 		$1.18M Sell
4,801
-107
-2% -$27.9K 0.07% 140
2025
Q2 		$1.47M Buy
4,908
+203
+4% +$61.8K 0.1% 101
2025
Q1 		$1.47M Sell
4,705
-1,629
-26% -$575K 0.11% 85
2024
Q4 		$2.23M Buy
6,334
+1,971
+45% +$709K 0.16% 72
2024
Q3 		$1.54M Buy
4,363
+439
+11% +$144K 0.13% 78
2024
Q2 		$1.19M Buy
3,924
+326
+9% +$99.9K 0.11% 88
2024
Q1 		$1.25M Sell
3,598
-148
-4% -$53.9K 0.13% 79
2023
Q4 		$1.31M Buy
3,746
+216
+6% +$69.6K 0.15% 68
2023
Q3 		$1.08M Buy
3,530
+401
+13% +$126K 0.15% 69
2023
Q2 		$966K Buy
3,129
+418
+15% +$121K 0.14% 72
2023
Q1 		$775K Buy
2,711
+1,223
+82% +$333K 0.12% 73
2022
Q4 		$397K Buy
1,488
+331
+29% +$91.6K 0.09% 85
2022
Q3 		$298K Sell
1,157
-118
-9% -$34.1K 0.08% 112
2022
Q2 		$354K Buy
1,275
+21
+2% +$6.31K 0.06% 290
2022
Q1 		$423K Sell
1,254
-3,925
-76% -$1.32M 0.07% 294
2021
Q4 		$2.15M Buy
5,179
+4,135
+396% +$1.51M 0.26% 51
2021
Q3 		$334K Buy
1,044
+18
+2% +$5.86K 0.05% 334
2021
Q2 		$302K Buy
1,026
+169
+20% +$48.4K 0.05% 317
2021
Q1 		$237K Buy
857
+69
+9% +$17.8K 0.05% 273
2020
Q4 		$206K Buy
+788
New +$189K 0.07% 171

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

Sage Mountain Advisors's ACN Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 5,692 shares — an estimated $1.53M sold.

Sage Mountain Advisors first reported a position in ACN in Q4 2020 and held it in 21 quarters. The position peaked at $2.23M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,692 Accenture shares in Q1 2026, an estimated $1.53M.
  • Sage Mountain Advisors first reported a position in Accenture in Q4 2020 and held it in 21 quarters.
  • Sage Mountain Advisors's Accenture position peaked at $2.23M in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.