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Sowell Financial Services’s Accenture ACN Stock Holding History

Sowell Financial Services’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 		$799K Buy
6,421
+3,772
+142% +$655K 0.03% 517
2026
Q1 		$525K Sell
2,649
-1,258
-32% -$293K 0.02% 622
2025
Q4 		$1.05M Buy
3,907
+403
+12% +$102K 0.04% 420
2025
Q3 		$864K Sell
3,504
-1,125
-24% -$293K 0.03% 465
2025
Q2 		$1.38M Sell
4,629
-178
-4% -$54.2K 0.06% 338
2025
Q1 		$1.5M Buy
+4,807
New +$1.7M 0.07% 296
2024
Q3 		– Sell
-11,134
Closed -$3.38M – 531
2024
Q2 		$3.38M Sell
11,134
-360
-3% -$110K 0.16% 144
2024
Q1 		$3.98M Sell
11,494
-401
-3% -$146K 0.19% 127
2023
Q4 		$4.17M Buy
11,895
+123
+1% +$39.7K 0.23% 116
2023
Q3 		$3.62M Buy
+11,772
New +$3.71M 0.23% 115
2023
Q2 		– Sell
-3,042
Closed -$870K – 552
2023
Q1 		$870K Buy
+3,042
New +$829K 0.07% 321
2021
Q2 		– Sell
-4,922
Closed -$1.43M – 541
2021
Q1 		$1.43M Sell
4,922
-458
-9% -$118K 0.05% 316
2020
Q4 		$1.41M Buy
5,380
+300
+6% +$71.9K 0.06% 260
2020
Q3 		$1.15M Sell
5,080
-309
-6% -$70.8K 0.06% 267
2020
Q2 		$1.16M Sell
5,389
-1,898
-26% -$359K 0.06% 244
2020
Q1 		$1.19M Sell
7,287
-550
-7% -$106K 0.09% 224
2019
Q4 		$1.65M Buy
7,837
+4,507
+135% +$878K 0.13% 180
2019
Q3 		$641K Buy
+3,330
New +$644K 0.05% 342
2019
Q1 		$269K Buy
+1,528
New +$240K 0.03% 471
2018
Q4 		– Sell
-1,304
Closed -$222K – 460
2018
Q3 		$222K Buy
+1,304
New +$217K 0.03% 314

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

Sowell Financial Services's ACN Position: Q2 2026 in Review

Sowell Financial Services increased its Accenture (ACN) stake by 142% in Q2 2026, buying an estimated $655K and bringing the position to 6,421 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #517.

Sowell Financial Services first reported a position in ACN in Q3 2018 and has held it in 20 quarters since. The position peaked at $4.17M in Q4 2023. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Sowell Financial Services held 6,421 shares of Accenture worth $799K as of Q2 2026.
  • Sowell Financial Services bought 3,772 Accenture shares in Q2 2026, an estimated $655K.
  • Accenture made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #517 holding.
  • Sowell Financial Services first reported a position in Accenture in Q3 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's Accenture position peaked at $4.17M in Q4 2023.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.