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Summit Financial’s Accenture ACN Stock Holding History

Summit Financial’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 		$1.43M Sell
11,509
-1,919
-14% -$333K 0.02% 725
2026
Q1 		$2.66M Buy
13,428
+4,775
+55% +$1.11M 0.03% 497
2025
Q4 		$2.32M Sell
8,653
-2,728
-24% -$693K 0.03% 453
2025
Q3 		$2.81M Sell
11,381
-2,740
-19% -$714K 0.04% 391
2025
Q2 		$4.22M Buy
14,121
+227
+2% +$69.1K 0.1% 183
2025
Q1 		$4.34M Sell
13,894
-134
-1% -$47.3K 0.12% 149
2024
Q4 		$4.93M Buy
14,028
+681
+5% +$245K 0.17% 109
2024
Q3 		$4.72M Sell
13,347
-3,353
-20% -$1.1M 0.18% 95
2024
Q2 		$5.07M Buy
16,700
+8,060
+93% +$2.47M 0.23% 70
2024
Q1 		$2.99M Sell
8,640
-683
-7% -$249K 0.18% 73
2023
Q4 		$3.27M Buy
9,323
+89
+1% +$28.7K 0.21% 62
2023
Q3 		$2.84M Sell
9,234
-10
-0.1% -$3.15K 0.21% 68
2023
Q2 		$2.85M Buy
9,244
+3,171
+52% +$921K 0.21% 67
2023
Q1 		$1.74M Buy
6,073
+19
+0.3% +$5.18K 0.15% 72
2022
Q4 		$1.62M Sell
6,054
-1,922
-24% -$532K 0.15% 77
2022
Q3 		$2.05M Buy
7,976
+900
+13% +$260K 0.19% 57
2022
Q2 		$1.96M Sell
7,076
-114
-2% -$34.3K 0.18% 55
2022
Q1 		$2.42M Buy
7,190
+378
+6% +$127K 0.19% 58
2021
Q4 		$2.82M Buy
6,812
+1,445
+27% +$527K 0.22% 47
2021
Q3 		$1.72M Buy
5,367
+2,112
+65% +$687K 0.15% 48
2021
Q2 		$960K Buy
+3,255
New +$932K 0.1% 52

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

Summit Financial's ACN Position: Q2 2026 in Review

Summit Financial reduced its Accenture (ACN) stake by 14% in Q2 2026, selling an estimated $333K and leaving 11,509 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #725.

Summit Financial first reported a position in ACN in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.07M in Q2 2024. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Summit Financial held 11,509 shares of Accenture worth $1.43M as of Q2 2026.
  • Summit Financial sold 1,919 Accenture shares in Q2 2026, an estimated $333K.
  • Accenture made up 0.02% of Summit Financial's portfolio in Q2 2026, its #725 holding.
  • Summit Financial first reported a position in Accenture in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Accenture position peaked at $5.07M in Q2 2024.
  • 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.