SC&H Financial Advisors’s Accenture ACN Stock Holding History

SC&H Financial 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	-975	Closed	-$262K	–	156
2025 Q4	$262K	Hold	975	–	–	0.04%	138
2025 Q3	$240K	Hold	975	–	–	0.04%	137
2025 Q2	$291K	Hold	975	–	–	0.05%	116
2025 Q1	$304K	Sell	975 -657	-40%	-$232K	0.06%	114
2024 Q4	$574K	Buy	1,632 +657	+67%	+$236K	0.12%	87
2024 Q3	$345K	Hold	975	–	–	0.08%	111
2024 Q2	$296K	Hold	975	–	–	0.07%	117
2024 Q1	$338K	Hold	975	–	–	0.09%	105
2023 Q4	$342K	Hold	975	–	–	0.1%	105
2023 Q3	$299K	Hold	975	–	–	0.1%	110
2023 Q2	$301K	Sell	975 -2	-0.2%	-$581	0.1%	112
2023 Q1	$279K	Buy	977 +19	+2%	+$5.18K	0.1%	113
2022 Q4	$256K	Buy	958 +8	+0.8%	+$2.21K	0.11%	113
2022 Q3	$244K	Hold	950	–	–	0.12%	114
2022 Q2	$264K	Sell	950 -229	-19%	-$68.8K	0.12%	121
2022 Q1	$398K	Sell	1,179 -345	-23%	-$116K	0.19%	103
2021 Q4	$632K	Buy	+1,524	New	+$555K	0.35%	64

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SC&H Financial Advisors's ACN Position: Q1 2026 in Review

SC&H Financial Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 975 shares — an estimated $262K sold.

SC&H Financial Advisors first reported a position in ACN in Q4 2021 and held it in 17 quarters. The position peaked at $632K in Q4 2021. 2,160 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

SC&H Financial Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
SC&H Financial Advisors sold 975 Accenture shares in Q1 2026, an estimated $262K.
SC&H Financial Advisors first reported a position in Accenture in Q4 2021 and held it in 17 quarters.
SC&H Financial Advisors's Accenture position peaked at $632K in Q4 2021.
2,160 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.