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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
Q2 		$273K Buy
2,188
+329
+18% +$57.1K 0.03% 284
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 $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 $3.38T AUM 44.17% 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

Symphony Financial's ACN Position: Q2 2026 in Review

Symphony Financial increased its Accenture (ACN) stake by 18% in Q2 2026, buying an estimated $57.1K and bringing the position to 2,188 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #284.

Symphony Financial first reported a position in ACN in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.41M in Q2 2020. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Symphony Financial held 2,188 shares of Accenture worth $273K as of Q2 2026.
  • Symphony Financial bought 329 Accenture shares in Q2 2026, an estimated $57.1K.
  • Accenture made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #284 holding.
  • Symphony Financial first reported a position in Accenture in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Accenture position peaked at $3.41M in Q2 2020.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.