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Shepherd Financial Partners’s Accenture ACN Stock Holding History

Shepherd 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 		$461K Sell
2,323
-3,377
-59% -$787K 0.04% 162
2025
Q4 		$1.53M Sell
5,700
-368
-6% -$93.5K 0.14% 94
2025
Q3 		$1.5M Sell
6,068
-255
-4% -$66.5K 0.14% 95
2025
Q2 		$1.89M Buy
6,323
+144
+2% +$43.9K 0.2% 82
2025
Q1 		$1.93M Buy
6,179
+1
+0% +$353 0.23% 77
2024
Q4 		$2.17M Sell
6,178
-1,851
-23% -$666K 0.26% 59
2024
Q3 		$2.84M Sell
8,029
-73
-0.9% -$24K 0.34% 51
2024
Q2 		$2.46M Buy
8,102
+40
+0.5% +$12.3K 0.32% 51
2024
Q1 		$2.79M Buy
8,062
+378
+5% +$138K 0.37% 45
2023
Q4 		$2.7M Sell
7,684
-15
-0.2% -$4.84K 0.38% 46
2023
Q3 		$2.36M Buy
7,699
+421
+6% +$133K 0.37% 53
2023
Q2 		$2.25M Buy
7,278
+12
+0.2% +$3.49K 0.35% 53
2023
Q1 		$2.08M Sell
7,266
-38
-0.5% -$10.4K 0.35% 51
2022
Q4 		$1.95M Buy
7,304
+72
+1% +$19.9K 0.35% 51
2022
Q3 		$1.86M Buy
7,232
+95
+1% +$27.5K 0.36% 57
2022
Q2 		$1.98M Buy
7,137
+273
+4% +$82K 0.39% 49
2022
Q1 		$2.32M Sell
6,864
-22
-0.3% -$7.42K 0.41% 49
2021
Q4 		$2.85M Buy
6,886
+173
+3% +$63.1K 0.5% 39
2021
Q3 		$2.15M Buy
6,713
+17
+0.3% +$5.53K 0.41% 46
2021
Q2 		$1.97M Buy
6,696
+46
+0.7% +$13.2K 0.38% 52
2021
Q1 		$1.84M Buy
6,650
+74
+1% +$19.1K 0.41% 53
2020
Q4 		$1.71M Buy
6,576
+88
+1% +$21.1K 0.39% 60
2020
Q3 		$1.47M Buy
6,488
+282
+5% +$64.6K 0.34% 60
2020
Q2 		$1.33M Sell
6,206
-104
-2% -$19.7K 0.36% 52
2020
Q1 		$1.03M Buy
+6,310
New +$1.22M 0.36% 48

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

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

Shepherd Financial Partners reduced its Accenture (ACN) stake by 59% in Q1 2026, selling an estimated $787K and leaving 2,323 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #162.

Shepherd Financial Partners first reported a position in ACN in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.85M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Shepherd Financial Partners held 2,323 shares of Accenture worth $461K as of Q1 2026.
  • Shepherd Financial Partners sold 3,377 Accenture shares in Q1 2026, an estimated $787K.
  • Accenture made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #162 holding.
  • Shepherd Financial Partners first reported a position in Accenture in Q1 2020 and has held it in 25 quarters since.
  • Shepherd Financial Partners's Accenture position peaked at $2.85M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.