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Walkner Condon Financial Advisors’s Accenture ACN Stock Holding History

Walkner Condon Financial Advisors’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 		– Sell
-1,130
Closed -$303K – 324
2025
Q4 		$303K Buy
1,130
+112
+11% +$28.5K 0.04% 243
2025
Q3 		$251K Buy
+1,018
New +$265K 0.04% 253
2024
Q2 		– Sell
-670
Closed -$232K – 256
2024
Q1 		$232K Buy
670
+38
+6% +$13.8K 0.05% 245
2023
Q4 		$222K Buy
+632
New +$204K 0.05% 243

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

Walkner Condon Financial Advisors's ACN Position: Q1 2026 in Review

Walkner Condon Financial Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,130 shares — an estimated $303K sold.

Walkner Condon Financial Advisors first reported a position in ACN in Q4 2023 and held it in 4 quarters. The position peaked at $303K in Q4 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Walkner Condon Financial Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 1,130 Accenture shares in Q1 2026, an estimated $303K.
  • Walkner Condon Financial Advisors first reported a position in Accenture in Q4 2023 and held it in 4 quarters.
  • Walkner Condon Financial Advisors's Accenture position peaked at $303K in Q4 2025.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.