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Vertex Planning Partners’s Accenture ACN Stock Holding History

Vertex Planning Partners’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 		$458K Sell
2,311
-46
-2% -$10.7K 0.09% 79
2025
Q4 		$632K Buy
+2,357
New +$599K 0.15% 64
2023
Q1 		– Sell
-842
Closed -$225K – 121
2022
Q4 		$225K Buy
+842
New +$233K 0.09% 137

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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 $1.56T AUM 27.86% 1-Year Est. Return

Vertex Planning Partners's ACN Position: Q1 2026 in Review

Vertex Planning Partners reduced its Accenture (ACN) stake by 2% in Q1 2026, selling an estimated $10.7K and leaving 2,311 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #79.

Vertex Planning Partners first reported a position in ACN in Q4 2022 and has held it in 3 quarters since. The position peaked at $632K in Q4 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Vertex Planning Partners held 2,311 shares of Accenture worth $458K as of Q1 2026.
  • Vertex Planning Partners sold 46 Accenture shares in Q1 2026, an estimated $10.7K.
  • Accenture made up 0.09% of Vertex Planning Partners's portfolio in Q1 2026, its #79 holding.
  • Vertex Planning Partners first reported a position in Accenture in Q4 2022 and has held it in 3 quarters since.
  • Vertex Planning Partners's Accenture position peaked at $632K in Q4 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.