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Symphony Financial’s Accenture ACN Stock Holding History

Symphony 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 		$368K Buy
1,859
+431
+30% +$100K 0.05% 204
2025
Q4 		$385K Sell
1,428
-8,284
-85% -$2.1M 0.05% 194
2025
Q3 		$2.4M Sell
9,712
-2,070
-18% -$540K 0.29% 70
2025
Q2 		$2.51M Buy
11,782
+7,147
+154% +$2.18M 0.33% 68
2025
Q1 		$1.32M Sell
4,635
-1,931
-29% -$682K 0.78% 33
2024
Q4 		$2.35M Sell
6,566
-2,870
-30% -$1.03M 0.37% 59
2024
Q3 		$3.32M Buy
9,436
+967
+11% +$318K 0.55% 46
2024
Q2 		$2.56M Buy
8,469
+3,813
+82% +$1.17M 0.47% 53
2024
Q1 		$1.61M Sell
4,656
-2,095
-31% -$764K 0.38% 64
2023
Q4 		$2.36M Buy
+6,751
New +$2.18M 0.51% 51
2023
Q3 		– Sell
-2,469
Closed -$761K – 158
2023
Q2 		$761K Buy
2,469
+84
+4% +$24.4K 0.19% 101
2023
Q1 		$675K Buy
2,385
+115
+5% +$31.4K 0.17% 102
2022
Q4 		$611K Sell
2,270
-6
-0.3% -$1.66K 0.16% 115
2022
Q3 		$588K Buy
2,276
+21
+0.9% +$6.07K 0.19% 116
2022
Q2 		$631K Sell
2,255
-239
-10% -$71.8K 0.19% 107
2022
Q1 		$852K Buy
2,494
+154
+7% +$51.9K 0.2% 96
2021
Q4 		$953K Buy
2,340
+863
+58% +$315K 0.26% 73
2021
Q3 		$478K Sell
1,477
-591
-29% -$192K 0.17% 100
2021
Q2 		$609K Sell
2,068
-1,193
-37% -$342K 0.21% 84
2021
Q1 		$851K Sell
3,261
-7,998
-71% -$2.07M 0.22% 76
2020
Q4 		$2.89M Buy
11,259
+762
+7% +$183K 1.04% 21
2020
Q3 		$2.37M Sell
10,497
-5,402
-34% -$1.24M 0.97% 27
2020
Q2 		$3.41M Buy
15,899
+3,319
+26% +$628K 1.65% 15
2020
Q1 		$2.14M Buy
+12,580
New +$2.42M 1.47% 17

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

Symphony Financial's ACN Position: Q1 2026 in Review

Symphony Financial increased its Accenture (ACN) stake by 30% in Q1 2026, buying an estimated $100K and bringing the position to 1,859 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #204.

Symphony Financial first reported a position in ACN in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.41M in Q2 2020. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Symphony Financial held 1,859 shares of Accenture worth $368K as of Q1 2026.
  • Symphony Financial bought 431 Accenture shares in Q1 2026, an estimated $100K.
  • Accenture made up 0.05% of Symphony Financial's portfolio in Q1 2026, its #204 holding.
  • Symphony Financial first reported a position in Accenture in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's Accenture position peaked at $3.41M in Q2 2020.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.