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Synergy Financial Group’s Accenture ACN Stock Holding History

Synergy Financial Group’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 		– Sell
-1,268
Closed -$251K – 120
2026
Q1 		$251K Sell
1,268
-11
-0.9% -$2.56K 0.19% 103
2025
Q4 		$343K Buy
1,279
+43
+3% +$10.9K 0.24% 73
2025
Q3 		$305K Sell
1,236
-9
-0.7% -$2.35K 0.21% 89
2025
Q2 		$372K Sell
1,245
-27
-2% -$8.22K 0.27% 67
2025
Q1 		$397K Buy
1,272
+81
+7% +$28.6K 0.36% 59
2024
Q4 		$419K Buy
1,191
+227
+24% +$81.7K 0.35% 53
2024
Q3 		$341K Buy
964
+219
+29% +$72K 0.32% 56
2024
Q2 		$226K Buy
+745
New +$228K 0.24% 74

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

Synergy Financial Group's ACN Position: Q2 2026 in Review

Synergy Financial Group sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,268 shares — an estimated $251K sold.

Synergy Financial Group first reported a position in ACN in Q2 2024 and held it in 8 quarters. The position peaked at $419K in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Synergy Financial Group reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Synergy Financial Group sold 1,268 Accenture shares in Q2 2026, an estimated $251K.
  • Synergy Financial Group first reported a position in Accenture in Q2 2024 and held it in 8 quarters.
  • Synergy Financial Group's Accenture position peaked at $419K in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.