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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
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 $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 Trail Advisors's ACN Position: Q1 2026 in Review

Summit Trail Advisors reduced its Accenture (ACN) stake by 2.3% in Q1 2026, selling an estimated $98.1K and leaving 18,021 shares worth $3.57M. The position accounts for 0.05% of the portfolio, ranked #242.

Summit Trail Advisors first reported a position in ACN in Q4 2017 and has held it in 25 quarters since. The position peaked at $5.45M in Q4 2017. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Summit Trail Advisors held 18,021 shares of Accenture worth $3.57M as of Q1 2026.
  • Summit Trail Advisors sold 421 Accenture shares in Q1 2026, an estimated $98.1K.
  • Accenture made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #242 holding.
  • Summit Trail Advisors first reported a position in Accenture in Q4 2017 and has held it in 25 quarters since.
  • Summit Trail Advisors's Accenture position peaked at $5.45M in Q4 2017.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.