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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
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 $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

Summit Financial's ACN Position: Q1 2026 in Review

Summit Financial increased its Accenture (ACN) stake by 55% in Q1 2026, buying an estimated $1.11M and bringing the position to 13,428 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #497.

Summit Financial first reported a position in ACN in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.07M in Q2 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Summit Financial held 13,428 shares of Accenture worth $2.66M as of Q1 2026.
  • Summit Financial bought 4,775 Accenture shares in Q1 2026, an estimated $1.11M.
  • Accenture made up 0.03% of Summit Financial's portfolio in Q1 2026, its #497 holding.
  • Summit Financial first reported a position in Accenture in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Accenture position peaked at $5.07M in Q2 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.