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Waverly Advisors’s Accenture ACN Stock Holding History

Waverly 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 		$22M Buy
110,841
+3,584
+3% +$835K 0.16% 127
2025
Q4 		$28.8M Buy
107,257
+7,735
+8% +$1.97M 0.23% 88
2025
Q3 		$24.5M Buy
99,522
+2,106
+2% +$549K 0.24% 79
2025
Q2 		$29.1M Buy
97,416
+2,747
+3% +$837K 0.32% 66
2025
Q1 		$29.5M Buy
94,669
+25,472
+37% +$9M 0.36% 63
2024
Q4 		$24.3M Buy
69,197
+1,518
+2% +$546K 0.38% 58
2024
Q3 		$23.9M Buy
67,679
+8,340
+14% +$2.74M 0.44% 45
2024
Q2 		$18M Buy
59,339
+36,291
+157% +$11.1M 0.35% 52
2024
Q1 		$7.99M Buy
23,048
+13,325
+137% +$4.86M 0.19% 105
2023
Q4 		$3.41M Sell
9,723
-53
-0.5% -$17.1K 0.13% 107
2023
Q3 		$3M Buy
9,776
+18
+0.2% +$5.67K 0.13% 109
2023
Q2 		$3.01M Buy
9,758
+126
+1% +$36.6K 0.13% 109
2023
Q1 		$2.75M Buy
9,632
+14
+0.1% +$3.82K 0.14% 87
2022
Q4 		$2.57M Sell
9,618
-63
-0.7% -$17.4K 0.14% 80
2022
Q3 		$2.49M Buy
9,681
+8,872
+1,097% +$2.56M 0.18% 61
2022
Q2 		$225K Sell
809
-29
-3% -$8.71K 0.02% 187
2022
Q1 		$283K Buy
838
+23
+3% +$7.76K 0.02% 160
2021
Q4 		$269K Sell
815
-228
-22% -$83.1K 0.02% 172
2021
Q3 		$381K Buy
1,043
+101
+11% +$32.9K 0.03% 146
2021
Q2 		$304K Sell
942
-22
-2% -$6.3K 0.03% 152
2021
Q1 		$274K Buy
+964
New +$249K 0.03% 145
2018
Q1 		– Sell
-2,006
Closed -$307K – 180
2017
Q4 		$307K Buy
2,006
+328
+20% +$47.5K 0.04% 192
2017
Q3 		$227K Buy
+1,678
New +$219K 0.05% 210
2014
Q4 		– Sell
-164
Closed -$13K – 408
2014
Q3 		$13K Hold
164
– – 0.01% 410
2014
Q2 		$13K Buy
164
+25
+18% +$2.01K 0.01% 394
2014
Q1 		$11K Buy
139
+22
+19% +$1.81K 0.01% 395
2013
Q4 		$10K Buy
+117
New +$8.85K ﹤0.01% 551

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

Waverly Advisors's ACN Position: Q1 2026 in Review

Waverly Advisors increased its Accenture (ACN) stake by 3.3% in Q1 2026, buying an estimated $835K and bringing the position to 110,841 shares worth $22M. The position accounts for 0.16% of the portfolio, ranked #127.

Waverly Advisors first reported a position in ACN in Q4 2013 and has held it in 27 quarters since. The position peaked at $29.5M in Q1 2025. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Waverly Advisors held 110,841 shares of Accenture worth $22M as of Q1 2026.
  • Waverly Advisors bought 3,584 Accenture shares in Q1 2026, an estimated $835K.
  • Accenture made up 0.16% of Waverly Advisors's portfolio in Q1 2026, its #127 holding.
  • Waverly Advisors first reported a position in Accenture in Q4 2013 and has held it in 27 quarters since.
  • Waverly Advisors's Accenture position peaked at $29.5M in Q1 2025.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.