United Capital Financial Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.7M | Sell |
144,634
-3,514
| -2% | -$819K | 0.18% | 112 |
|
|
2025
Q4 | $39.7M | Sell |
148,148
-11,466
| -7% | -$2.91M | 0.24% | 84 |
|
|
2025
Q3 | $39.4M | Sell |
159,614
-7,021
| -4% | -$1.83M | 0.28% | 73 |
|
|
2025
Q2 | $49.8M | Sell |
166,635
-8,765
| -5% | -$2.67M | 0.4% | 51 |
|
|
2025
Q1 | $54.7M | Sell |
175,400
-18,136
| -9% | -$6.4M | 0.47% | 43 |
|
|
2024
Q4 | $68.1M | Sell |
193,536
-7,336
| -4% | -$2.64M | 0.57% | 39 |
|
|
2024
Q3 | $71M | Sell |
200,872
-1,933
| -1% | -$636K | 0.58% | 38 |
|
|
2024
Q2 | $61.5M | Sell |
202,805
-11,971
| -6% | -$3.67M | 0.53% | 44 |
|
|
2024
Q1 | $74.4M | Sell |
214,776
-22,506
| -9% | -$8.2M | 0.61% | 36 |
|
|
2023
Q4 | $83.3M | Sell |
237,282
-180,895
| -43% | -$58.3M | 0.69% | 29 |
|
|
2023
Q3 | $128M | Sell |
418,177
-34,033
| -8% | -$10.7M | 0.84% | 19 |
|
|
2023
Q2 | $140M | Buy |
452,210
+97,389
| +27% | +$28.3M | 0.76% | 24 |
|
|
2023
Q1 | $101M | Buy |
354,821
+16,141
| +5% | +$4.4M | 0.57% | 32 |
|
|
2022
Q4 | $90.4M | Sell |
338,680
-7,898
| -2% | -$2.18M | 0.51% | 37 |
|
|
2022
Q3 | $89.2M | Sell |
346,578
-11,538
| -3% | -$3.33M | 0.53% | 38 |
|
|
2022
Q2 | $99.4M | Buy |
358,116
+65,127
| +22% | +$19.6M | 0.55% | 35 |
|
|
2022
Q1 | $98.8M | Buy |
292,989
+138,309
| +89% | +$46.6M | 0.48% | 37 |
|
|
2021
Q4 | $64.1M | Sell |
154,680
-1,263
| -0.8% | -$460K | 0.3% | 67 |
|
|
2021
Q3 | $49.9M | Sell |
155,943
-2,220
| -1% | -$722K | 0.25% | 78 |
|
|
2021
Q2 | $46.6M | Sell |
158,163
-184,761
| -54% | -$52.9M | 0.23% | 88 |
|
|
2021
Q1 | $94.7M | Buy |
342,924
+183,491
| +115% | +$47.4M | 0.52% | 39 |
|
|
2020
Q4 | $41.6M | Sell |
159,433
-16,342
| -9% | -$3.92M | 0.25% | 88 |
|
|
2020
Q3 | $39.7M | Sell |
175,775
-209,177
| -54% | -$47.9M | 0.26% | 91 |
|
|
2020
Q2 | $82.7M | Buy |
384,952
+181,009
| +89% | +$34.2M | 0.6% | 26 |
|
|
2020
Q1 | $33.3M | Buy |
203,943
+25,388
| +14% | +$4.89M | 0.28% | 81 |
|
|
2019
Q4 | $37.6M | Buy |
178,555
+3,065
| +2% | +$597K | 0.24% | 95 |
|
|
2019
Q3 | $33.8M | Sell |
175,490
-19,446
| -10% | -$3.76M | 0.24% | 101 |
|
|
2019
Q2 | $35.7M | Buy |
194,936
+4,078
| +2% | +$732K | 0.23% | 100 |
|
|
2019
Q1 | $33.6M | Sell |
190,858
-14,481
| -7% | -$2.28M | 0.24% | 99 |
|
|
2018
Q4 | $29M | Sell |
205,339
-4,310
| -2% | -$682K | 0.23% | 96 |
|
|
2018
Q3 | $35.7M | Buy |
209,649
+24,970
| +14% | +$4.16M | 0.25% | 91 |
|
|
2018
Q2 | $30.2M | Buy |
184,679
+3,530
| +2% | +$549K | 0.23% | 105 |
|
|
2018
Q1 | $27.8M | Buy |
181,149
+11,768
| +7% | +$1.86M | 0.21% | 110 |
|
|
2017
Q4 | $26M | Buy |
169,381
+12,743
| +8% | +$1.85M | 0.21% | 113 |
|
|
2017
Q3 | $21.2M | Buy |
156,638
+13,651
| +10% | +$1.78M | 0.18% | 129 |
|
|
2017
Q2 | $17.7M | Buy |
142,987
+19,608
| +16% | +$2.39M | 0.16% | 146 |
|
|
2017
Q1 | $14.8M | Buy |
123,379
+2,543
| +2% | +$304K | 0.14% | 172 |
|
|
2016
Q4 | $14.2M | Buy |
120,836
+4,684
| +4% | +$556K | 0.14% | 167 |
|
|
2016
Q3 | $14.2M | Buy |
116,152
+5,037
| +5% | +$574K | 0.14% | 172 |
|
|
2016
Q2 | $12.6M | Buy |
111,115
+3,662
| +3% | +$425K | 0.13% | 174 |
|
|
2016
Q1 | $12.4M | Sell |
107,453
-838
| -0.8% | -$86.1K | 0.14% | 155 |
|
|
2015
Q4 | $11.3M | Buy |
108,291
+1,669
| +2% | +$176K | 0.13% | 177 |
|
|
2015
Q3 | $10.5M | Sell |
106,622
-334
| -0.3% | -$33.1K | 0.13% | 181 |
|
|
2015
Q2 | $10.4M | Sell |
106,956
-1,295
| -1% | -$124K | 0.12% | 208 |
|
|
2015
Q1 | $10M | Sell |
108,251
-16,262
| -13% | -$1.45M | 0.12% | 216 |
|
|
2014
Q4 | $11.1M | Buy |
124,513
+21,955
| +21% | +$1.82M | 0.17% | 150 |
|
|
2014
Q3 | $8.34M | Sell |
102,558
-19,863
| -16% | -$1.59M | 0.14% | 170 |
|
|
2014
Q2 | $9.9M | Buy |
122,421
+7,364
| +6% | +$591K | 0.18% | 142 |
|
|
2014
Q1 | $9.17M | Buy |
115,057
+56,375
| +96% | +$4.63M | 0.2% | 122 |
|
|
2013
Q4 | $4.83M | Sell |
58,682
-58,826
| -50% | -$4.45M | 0.16% | 147 |
|
|
2013
Q3 | $8.65M | Sell |
117,508
-7,918
| -6% | -$586K | 0.28% | 79 |
|
|
2013
Q2 | $9.03M | Buy |
+125,426
| New | +$9.96M | 0.24% | 109 |
|
Other funds holding ACN
VCM
VPM
United Capital Financial Advisors's ACN Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Accenture (ACN) stake by 2.4% in Q1 2026, selling an estimated $819K and leaving 144,634 shares worth $28.7M. The position accounts for 0.18% of the portfolio, ranked #112.
United Capital Financial Advisors first reported a position in ACN in Q2 2013 and has held it in 52 quarters since. The position peaked at $140M in Q2 2023. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- United Capital Financial Advisors held 144,634 shares of Accenture worth $28.7M as of Q1 2026.
- United Capital Financial Advisors sold 3,514 Accenture shares in Q1 2026, an estimated $819K.
- Accenture made up 0.18% of United Capital Financial Advisors's portfolio in Q1 2026, its #112 holding.
- United Capital Financial Advisors first reported a position in Accenture in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Accenture position peaked at $140M in Q2 2023.
- 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.