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Summit Securities Group’s Accenture ACN Stock Holding History

Summit Securities Group’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
2019
Q1 		– Sell
-19
Closed -$268K – 194
2018
Q4 		$268K Buy
+19
New +$3.01K 0.02% 255
2014
Q4 		– Sell
-185
Closed -$2K – 591
2014
Q3 		$2K Buy
+185
New +$14.8K ﹤0.01% 604
2013
Q3 		– Sell
-45
Closed -$2K – 409
2013
Q2 		$2K Buy
+45
New +$3.58K ﹤0.01% 472

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 Securities Group's ACN Position: Q1 2026 in Review

Summit Securities Group reduced its Accenture (ACN) stake by 89% in Q1 2026, selling an estimated $191K and leaving 101 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Summit Securities Group first reported a position in ACN in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.34M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Summit Securities Group held 101 shares of Accenture worth $20K as of Q1 2026.
  • Summit Securities Group sold 820 Accenture shares in Q1 2026, an estimated $191K.
  • Accenture made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #521 holding.
  • Summit Securities Group first reported a position in Accenture in Q2 2013 and has held it in 31 quarters since.
  • Summit Securities Group's Accenture position peaked at $3.34M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.