Tortoise Investment Management’s Accenture ACN Stock Holding History

Tortoise Investment Management’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	-795	Closed	-$213K	–	254
2025 Q4	$213K	Buy	795 +39	+5%	+$9.91K	0.02%	225
2025 Q3	$186K	Sell	756 -21	-3%	-$5.48K	0.02%	234
2025 Q2	$232K	Sell	777 -66	-8%	-$20.1K	0.02%	208
2025 Q1	$263K	Sell	843 -273	-24%	-$96.4K	0.03%	183
2024 Q4	$393K	Buy	1,116 +38	+4%	+$13.7K	0.04%	165
2024 Q3	$381K	Sell	1,078 -101	-9%	-$33.2K	0.04%	166
2024 Q2	$358K	Buy	1,179 +6	+0.5%	+$1.84K	0.04%	166
2024 Q1	$407K	Sell	1,173 -74	-6%	-$27K	0.05%	163
2023 Q4	$438K	Buy	1,247 +51	+4%	+$16.4K	0.06%	152
2023 Q3	$367K	Sell	1,196 -36	-3%	-$11.3K	0.05%	155
2023 Q2	$380K	Buy	1,232 +77	+7%	+$22.4K	0.06%	154
2023 Q1	$330K	Buy	1,155 +16	+1%	+$4.36K	0.05%	158
2022 Q4	$304K	Sell	1,139 -50	-4%	-$13.8K	0.05%	163
2022 Q3	$306K	Buy	1,189 +77	+7%	+$22.3K	0.06%	155
2022 Q2	$309K	Buy	1,112 +82	+8%	+$24.6K	0.06%	146
2022 Q1	$347K	Hold	1,030	–	–	0.06%	137
2021 Q4	$427K	Buy	1,030 +36	+4%	+$13.1K	0.08%	123
2021 Q3	$318K	Buy	994 +210	+27%	+$68.3K	0.06%	129
2021 Q2	$231K	Sell	784 -20	-2%	-$5.73K	0.05%	143
2021 Q1	$222K	Buy	804 +1	+0.1%	+$258	0.05%	146
2020 Q4	$210K	Buy	803 +58	+8%	+$13.9K	0.05%	142
2020 Q3	$168K	Buy	745 +260	+54%	+$59.6K	0.04%	148
2020 Q2	$104K	Buy	485 +75	+18%	+$14.2K	0.03%	176
2020 Q1	$67K	Hold	410	–	–	0.02%	199
2019 Q4	$86K	Hold	410	–	–	0.02%	199
2019 Q3	$79K	Hold	410	–	–	0.02%	197
2019 Q2	$76K	Hold	410	–	–	0.02%	211
2019 Q1	$72K	Hold	410	–	–	0.02%	214
2018 Q4	$58K	Hold	410	–	–	0.02%	218
2018 Q3	$70K	Hold	410	–	–	0.02%	215
2018 Q2	$67K	Buy	410 +108	+36%	+$16.8K	0.02%	214
2018 Q1	$46K	Hold	302	–	–	0.01%	252
2017 Q4	$46K	Buy	302 +202	+202%	+$29.3K	0.01%	254
2017 Q3	$14K	Hold	100	–	–	﹤0.01%	328
2017 Q2	$12K	Hold	100	–	–	﹤0.01%	334
2017 Q1	$12K	Hold	100	–	–	﹤0.01%	312
2016 Q4	$12K	Hold	100	–	–	﹤0.01%	308
2016 Q3	$12K	Hold	100	–	–	﹤0.01%	286
2016 Q2	$11K	Hold	100	–	–	﹤0.01%	296
2016 Q1	$12K	Hold	100	–	–	﹤0.01%	270
2015 Q4	$10K	Hold	100	–	–	﹤0.01%	309
2015 Q3	$10K	Hold	100	–	–	﹤0.01%	288
2015 Q2	$10K	Hold	100	–	–	﹤0.01%	306
2015 Q1	$9K	Buy	+100	New	+$8.93K	﹤0.01%	299
2013 Q4	–	Sell	-35	Closed	-$3K	–	340
2013 Q3	$3K	Hold	35	–	–	﹤0.01%	286
2013 Q2	$3K	Buy	+35	New	+$2.78K	﹤0.01%	308

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

Tortoise Investment Management's ACN Position: Q1 2026 in Review

Tortoise Investment Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 795 shares — an estimated $213K sold.

Tortoise Investment Management first reported a position in ACN in Q2 2013 and held it in 46 quarters. The position peaked at $438K in Q4 2023. 2,166 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Tortoise Investment Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Tortoise Investment Management sold 795 Accenture shares in Q1 2026, an estimated $213K.
Tortoise Investment Management first reported a position in Accenture in Q2 2013 and held it in 46 quarters.
Tortoise Investment Management's Accenture position peaked at $438K in Q4 2023.
2,166 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.