UMB Bank’s Accenture ACN Stock Holding History

UMB Bank’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	$5.09M	Sell	25,675 -4,897	-16%	-$1.14M	0.07%	170
2025 Q4	$8.2M	Sell	30,572 -5,173	-14%	-$1.31M	0.11%	142
2025 Q3	$8.81M	Sell	35,745 -35,995	-50%	-$9.39M	0.13%	118
2025 Q2	$21.4M	Sell	71,740 -2,222	-3%	-$677K	0.33%	58
2025 Q1	$23.1M	Sell	73,962 -3,169	-4%	-$1.12M	0.38%	56
2024 Q4	$27.1M	Sell	77,131 -1,675	-2%	-$603K	0.43%	50
2024 Q3	$27.9M	Sell	78,806 -1,095	-1%	-$360K	0.43%	54
2024 Q2	$24.2M	Sell	79,901 -27,597	-26%	-$8.45M	0.4%	56
2024 Q1	$37.3M	Sell	107,498 -629	-0.6%	-$229K	0.59%	42
2023 Q4	$37.9M	Sell	108,127 -2,301	-2%	-$742K	0.55%	47
2023 Q3	$33.9M	Sell	110,428 -5,592	-5%	-$1.76M	0.54%	46
2023 Q2	$35.8M	Sell	116,020 -999	-0.9%	-$290K	0.54%	43
2023 Q1	$33.4M	Sell	117,019 -701	-0.6%	-$191K	0.53%	46
2022 Q4	$31.4M	Sell	117,720 -1,121	-0.9%	-$310K	0.5%	54
2022 Q3	$30.6M	Sell	118,841 -3,214	-3%	-$929K	0.52%	46
2022 Q2	$33.9M	Buy	122,055 +4,531	+4%	+$1.36M	0.53%	47
2022 Q1	$39.6M	Buy	117,524 +3,209	+3%	+$1.08M	0.52%	45
2021 Q4	$47.4M	Buy	+114,315	New	+$41.7M	0.6%	37
2018 Q2	–	Sell	-98,677	Closed	-$15.1M	–	335
2018 Q1	$15.1M	Buy	+98,677	New	+$15.6M	0.49%	61

Other funds holding ACN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $1.47T AUM 27.86% 1-Year Est. Return