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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Soltis Investment Advisors's ACN Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Accenture (ACN) stake by 38% in Q1 2026, selling an estimated $2.37M and leaving 16,503 shares worth $3.27M. The position accounts for 0.21% of the portfolio, ranked #118.

Soltis Investment Advisors first reported a position in ACN in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.48M in Q2 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Soltis Investment Advisors held 16,503 shares of Accenture worth $3.27M as of Q1 2026.
Soltis Investment Advisors sold 10,157 Accenture shares in Q1 2026, an estimated $2.37M.
Accenture made up 0.21% of Soltis Investment Advisors's portfolio in Q1 2026, its #118 holding.
Soltis Investment Advisors first reported a position in Accenture in Q3 2021 and has held it in 15 quarters since.
Soltis Investment Advisors's Accenture position peaked at $7.48M in Q2 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.