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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
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 $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

Synergy Financial Group's ACN Position: Q1 2026 in Review

Synergy Financial Group reduced its Accenture (ACN) stake by 0.86% in Q1 2026, selling an estimated $2.56K and leaving 1,268 shares worth $251K. The position accounts for 0.19% of the portfolio, ranked #103.

Synergy Financial Group first reported a position in ACN in Q2 2024 and has held it in 8 quarters since. The position peaked at $419K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Synergy Financial Group held 1,268 shares of Accenture worth $251K as of Q1 2026.
  • Synergy Financial Group sold 11 Accenture shares in Q1 2026, an estimated $2.56K.
  • Accenture made up 0.19% of Synergy Financial Group's portfolio in Q1 2026, its #103 holding.
  • Synergy Financial Group first reported a position in Accenture in Q2 2024 and has held it in 8 quarters since.
  • Synergy Financial Group's Accenture position peaked at $419K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.