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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Univest Financial's ACN Position: Q1 2026 in Review

Univest Financial increased its Accenture (ACN) stake by 61% in Q1 2026, buying an estimated $2.66M and bringing the position to 30,185 shares worth $5.99M. The position accounts for 0.34% of the portfolio, ranked #58.

Univest Financial first reported a position in ACN in Q2 2021 and has held it in 19 quarters since. The position peaked at $12.8M in Q3 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Univest Financial held 30,185 shares of Accenture worth $5.99M as of Q1 2026.
Univest Financial bought 11,436 Accenture shares in Q1 2026, an estimated $2.66M.
Accenture made up 0.34% of Univest Financial's portfolio in Q1 2026, its #58 holding.
Univest Financial first reported a position in Accenture in Q2 2021 and has held it in 19 quarters since.
Univest Financial's Accenture position peaked at $12.8M in Q3 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.