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Summit Trail Advisors’s Accenture ACN Stock Holding History

Summit Trail 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
Q2 		$3.84M Buy
30,836
+12,815
+71% +$2.22M 0.05% 260
2026
Q1 		$3.57M Sell
18,021
-421
-2% -$98.1K 0.05% 242
2025
Q4 		$4.95M Buy
18,442
+79
+0.4% +$20.1K 0.09% 132
2025
Q3 		$4.53M Buy
18,363
+2,153
+13% +$561K 0.06% 158
2025
Q2 		$4.84M Buy
16,210
+4,094
+34% +$1.25M 0.08% 124
2025
Q1 		$3.78M Buy
12,116
+2,362
+24% +$834K 0.12% 58
2024
Q4 		$3.43M Buy
9,754
+3,572
+58% +$1.29M 0.13% 63
2024
Q3 		$2.19M Buy
6,182
+1,091
+21% +$359K 0.05% 154
2024
Q2 		$1.54M Sell
5,091
-622
-11% -$191K 0.04% 168
2024
Q1 		$1.98M Buy
5,713
+648
+13% +$236K 0.05% 133
2023
Q4 		$1.78M Buy
5,065
+331
+7% +$107K 0.06% 111
2023
Q3 		$1.45M Buy
4,734
+462
+11% +$146K 0.05% 120
2023
Q2 		$1.32M Buy
4,272
+2,016
+89% +$586K 0.05% 137
2023
Q1 		$645K Buy
2,256
+656
+41% +$179K 0.03% 183
2022
Q4 		$427K Sell
1,600
-2
-0.1% -$553 0.02% 209
2022
Q3 		$412K Buy
1,602
+48
+3% +$13.9K 0.02% 208
2022
Q2 		$431K Buy
1,554
+51
+3% +$15.3K 0.03% 210
2022
Q1 		$507K Buy
1,503
+515
+52% +$174K 0.04% 170
2021
Q4 		$410K Buy
988
+155
+19% +$56.5K 0.03% 186
2021
Q3 		$266K Buy
+833
New +$271K 0.02% 216
2020
Q4 		– Sell
-2,584
Closed -$615K – 189
2020
Q3 		$615K Buy
2,584
+1,071
+71% +$245K 0.12% 91
2020
Q2 		$325K Buy
+1,513
New +$286K 0.06% 120
2018
Q4 		– Sell
-29,793
Closed -$5.07M – 106
2018
Q3 		$5.07M Buy
29,793
+26,255
+742% +$4.37M 1.12% 17
2018
Q2 		$579K Sell
3,538
-39,300
-92% -$6.11M 0.2% 60
2018
Q1 		$5.13M Buy
42,838
+8,631
+25% +$1.37M 0.87% 22
2017
Q4 		$5.45M Buy
+34,207
New +$4.96M 0.69% 27

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 Trail Advisors's ACN Position: Q2 2026 in Review

Summit Trail Advisors increased its Accenture (ACN) stake by 71% in Q2 2026, buying an estimated $2.22M and bringing the position to 30,836 shares worth $3.84M. The position accounts for 0.05% of the portfolio, ranked #260.

Summit Trail Advisors first reported a position in ACN in Q4 2017 and has held it in 26 quarters since. The position peaked at $5.45M in Q4 2017. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Summit Trail Advisors held 30,836 shares of Accenture worth $3.84M as of Q2 2026.
  • Summit Trail Advisors bought 12,815 Accenture shares in Q2 2026, an estimated $2.22M.
  • Accenture made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #260 holding.
  • Summit Trail Advisors first reported a position in Accenture in Q4 2017 and has held it in 26 quarters since.
  • Summit Trail Advisors's Accenture position peaked at $5.45M in Q4 2017.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.