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Soltis Investment Advisors’s Accenture ACN Stock Holding History

Soltis Investment 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
Q2 		$6.45M Buy
51,866
+35,363
+214% +$6.14M 0.36% 69
2026
Q1 		$3.27M Sell
16,503
-10,157
-38% -$2.37M 0.21% 118
2025
Q4 		$7.15M Buy
26,660
+11,754
+79% +$2.99M 0.47% 52
2025
Q3 		$3.68M Buy
14,906
+6,953
+87% +$1.81M 0.25% 90
2025
Q2 		$2.38M Sell
7,953
-3,661
-32% -$1.11M 0.19% 115
2025
Q1 		$3.62M Sell
11,614
-5,563
-32% -$1.96M 0.32% 85
2024
Q4 		$6.04M Buy
17,177
+9,414
+121% +$3.39M 0.56% 45
2024
Q3 		$2.74M Sell
7,763
-16,902
-69% -$5.56M 0.27% 100
2024
Q2 		$7.48M Buy
24,665
+17,392
+239% +$5.33M 0.79% 25
2024
Q1 		$2.52M Sell
7,273
-46
-0.6% -$16.8K 0.28% 103
2023
Q4 		$2.57M Buy
7,319
+5,035
+220% +$1.62M 0.29% 95
2023
Q3 		$701K Buy
2,284
+74
+3% +$23.3K 0.09% 148
2023
Q2 		$682K Buy
+2,210
New +$642K 0.08% 147
2022
Q2 		– Sell
-4,544
Closed -$1.53M – 238
2022
Q1 		$1.53M Buy
4,544
+505
+13% +$170K 0.21% 105
2021
Q4 		$1.67M Buy
4,039
+563
+16% +$205K 0.24% 97
2021
Q3 		$1.11M Buy
+3,476
New +$1.13M 0.17% 115

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

Soltis Investment Advisors's ACN Position: Q2 2026 in Review

Soltis Investment Advisors increased its Accenture (ACN) stake by 214% in Q2 2026, buying an estimated $6.14M and bringing the position to 51,866 shares worth $6.45M. The position accounts for 0.36% of the portfolio, ranked #69.

Soltis Investment Advisors first reported a position in ACN in Q3 2021 and has held it in 16 quarters since. The position peaked at $7.48M in Q2 2024. 1,903 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Soltis Investment Advisors held 51,866 shares of Accenture worth $6.45M as of Q2 2026.
  • Soltis Investment Advisors bought 35,363 Accenture shares in Q2 2026, an estimated $6.14M.
  • Accenture made up 0.36% of Soltis Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Soltis Investment Advisors first reported a position in Accenture in Q3 2021 and has held it in 16 quarters since.
  • Soltis Investment Advisors's Accenture position peaked at $7.48M in Q2 2024.
  • 1,903 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.