UF
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Univest Financial’s Accenture ACN Stock Holding History

Univest Financial’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 		$3.72M Sell
29,916
-269
-0.9% -$46.7K 0.18% 91
2026
Q1 		$5.99M Buy
30,185
+11,436
+61% +$2.66M 0.34% 58
2025
Q4 		$5.03M Sell
18,749
-8,838
-32% -$2.25M 0.27% 70
2025
Q3 		$6.8M Buy
27,587
+4,894
+22% +$1.28M 0.38% 55
2025
Q2 		$6.78M Sell
22,693
-1,137
-5% -$346K 0.41% 54
2025
Q1 		$7.44M Sell
23,830
-12,616
-35% -$4.46M 0.49% 50
2024
Q4 		$12.8M Buy
36,446
+96
+0.3% +$34.6K 0.81% 28
2024
Q3 		$12.8M Buy
36,350
+24,847
+216% +$8.17M 0.85% 30
2024
Q2 		$3.49M Buy
11,503
+698
+6% +$214K 0.97% 38
2024
Q1 		$3.75M Sell
10,805
-1,207
-10% -$440K 1.05% 38
2023
Q4 		$4.22M Sell
12,012
-95
-0.8% -$30.6K 1.25% 27
2023
Q3 		$3.72M Sell
12,107
-1,440
-11% -$454K 1.24% 28
2023
Q2 		$4.18M Sell
13,547
-255
-2% -$74.1K 1.26% 26
2023
Q1 		$3.94M Buy
13,802
+1,529
+12% +$417K 1.23% 29
2022
Q4 		$3.27M Sell
12,273
-609
-5% -$168K 1.03% 38
2022
Q3 		$3.31M Buy
+12,882
New +$3.72M 1.08% 32
2022
Q2 		– Sell
-726
Closed -$244K – 101
2022
Q1 		$244K Buy
726
+16
+2% +$5.4K 0.07% 100
2021
Q4 		$294K Hold
710
– – 0.07% 94
2021
Q3 		$227K Hold
710
– – 0.06% 104
2021
Q2 		$209K Buy
+710
New +$203K 0.06% 109

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

Univest Financial's ACN Position: Q2 2026 in Review

Univest Financial reduced its Accenture (ACN) stake by 0.89% in Q2 2026, selling an estimated $46.7K and leaving 29,916 shares worth $3.72M. The position accounts for 0.18% of the portfolio, ranked #91.

Univest Financial first reported a position in ACN in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.8M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Univest Financial held 29,916 shares of Accenture worth $3.72M as of Q2 2026.
  • Univest Financial sold 269 Accenture shares in Q2 2026, an estimated $46.7K.
  • Accenture made up 0.18% of Univest Financial's portfolio in Q2 2026, its #91 holding.
  • Univest Financial first reported a position in Accenture in Q2 2021 and has held it in 20 quarters since.
  • Univest Financial's Accenture position peaked at $12.8M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.