West Financial Advisors’s Accenture ACN Stock Holding History

West 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	-30	Closed	-$8.05K	–	196
2025 Q4	$8.05K	Buy	+30	New	+$7.62K	﹤0.01%	149
2022 Q4	–	Sell	-580	Closed	-$149K	–	165
2022 Q3	$149K	Hold	580	–	–	0.04%	61
2022 Q2	$161K	Sell	580 -8	-1%	-$2.4K	0.05%	57
2022 Q1	$198K	Buy	588 +8	+1%	+$2.7K	0.05%	58
2021 Q4	$240K	Hold	580	–	–	0.06%	56
2021 Q3	$186K	Hold	580	–	–	0.05%	53
2021 Q2	$171K	Hold	580	–	–	0.05%	54
2021 Q1	$160K	Hold	580	–	–	0.05%	55
2020 Q4	$152K	Buy	+580	New	+$139K	0.05%	57

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

West Financial Advisors's ACN Position: Q1 2026 in Review

West Financial Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 30 shares — an estimated $8.05K sold.

West Financial Advisors first reported a position in ACN in Q4 2020 and held it in 9 quarters. The position peaked at $240K in Q4 2021. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

West Financial Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 30 Accenture shares in Q1 2026, an estimated $8.05K.
West Financial Advisors first reported a position in Accenture in Q4 2020 and held it in 9 quarters.
West Financial Advisors's Accenture position peaked at $240K in Q4 2021.
2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.