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Souders Financial Advisors’s Accenture ACN Stock Holding History

Souders 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
-1,235
Closed -$331K – 217
2025
Q4 		$331K Sell
1,235
-812
-40% -$206K 0.04% 174
2025
Q3 		$505K Sell
2,047
-74
-3% -$19.3K 0.06% 132
2025
Q2 		$634K Buy
2,121
+471
+29% +$143K 0.08% 115
2025
Q1 		$515K Buy
1,650
+545
+49% +$192K 0.07% 129
2024
Q4 		$389K Buy
1,105
+361
+49% +$130K 0.05% 137
2024
Q3 		$263K Buy
+744
New +$245K 0.04% 150

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

Souders Financial Advisors's ACN Position: Q1 2026 in Review

Souders Financial Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,235 shares — an estimated $331K sold.

Souders Financial Advisors first reported a position in ACN in Q3 2024 and held it in 6 quarters. The position peaked at $634K in Q2 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Souders Financial Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 1,235 Accenture shares in Q1 2026, an estimated $331K.
  • Souders Financial Advisors first reported a position in Accenture in Q3 2024 and held it in 6 quarters.
  • Souders Financial Advisors's Accenture position peaked at $634K in Q2 2025.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.