Swisher Financial Concepts’s Accenture ACN Stock Holding History

Swisher Financial Concepts’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	–	Sell	-762	Closed	-$204K	–	103
2025 Q4	$204K	Buy	+762	New	+$194K	0.12%	94

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swisher Financial Concepts's ACN Position: Q1 2026 in Review

Swisher Financial Concepts sold out of Accenture (ACN) in Q1 2026, closing a stake of 762 shares — an estimated $204K sold.

Swisher Financial Concepts first reported a position in ACN in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 2,166 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Swisher Financial Concepts reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Swisher Financial Concepts sold 762 Accenture shares in Q1 2026, an estimated $204K.
Swisher Financial Concepts first reported a position in Accenture in Q4 2025 and held it in 1 quarter.
Swisher Financial Concepts's Accenture position peaked at $204K in Q4 2025.
2,166 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.