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WestHill Financial Advisors’s Accenture ACN Stock Holding History

WestHill 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
Q2 		$483K Sell
3,885
-110
-3% -$19.1K 0.08% 51
2026
Q1 		$792K Sell
3,995
-30
-0.7% -$6.99K 0.15% 38
2025
Q4 		$1.08M Buy
4,025
+197
+5% +$50K 0.21% 31
2025
Q3 		$944K Sell
3,828
-84
-2% -$21.9K 0.19% 32
2025
Q2 		$1.17M Sell
3,912
-7
-0.2% -$2.13K 0.25% 28
2025
Q1 		$1.22M Sell
3,919
-762
-16% -$269K 0.28% 25
2024
Q4 		$1.65M Sell
4,681
-34
-0.7% -$12.2K 0.37% 22
2024
Q3 		$1.67M Buy
4,715
+7
+0.1% +$2.3K 0.37% 21
2024
Q2 		$1.43M Buy
4,708
+3,898
+481% +$1.19M 0.35% 23
2024
Q1 		$281K Hold
810
– – 0.07% 62
2023
Q4 		$284K Sell
810
-27
-3% -$8.7K 0.08% 53
2023
Q3 		$257K Hold
837
– – 0.08% 50
2023
Q2 		$258K Hold
837
– – 0.07% 53
2023
Q1 		$239K Hold
837
– – 0.07% 52
2022
Q4 		$223K Hold
837
– – 0.07% 55
2022
Q3 		$215K Hold
837
– – 0.07% 55
2022
Q2 		$232K Hold
837
– – 0.08% 56
2022
Q1 		$282K Hold
837
– – 0.08% 54
2021
Q4 		$347K Sell
837
-11
-1% -$4.01K 0.1% 45
2021
Q3 		$271K Buy
+848
New +$276K 0.08% 48
2021
Q1 		$213K Hold
772
– – 0.08% 50
2020
Q4 		$202K Buy
+772
New +$185K 0.08% 48

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WestHill Financial Advisors's ACN Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Accenture (ACN) stake by 2.8% in Q2 2026, selling an estimated $19.1K and leaving 3,885 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #51.

WestHill Financial Advisors first reported a position in ACN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.67M in Q3 2024. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • WestHill Financial Advisors held 3,885 shares of Accenture worth $483K as of Q2 2026.
  • WestHill Financial Advisors sold 110 Accenture shares in Q2 2026, an estimated $19.1K.
  • Accenture made up 0.08% of WestHill Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • WestHill Financial Advisors first reported a position in Accenture in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's Accenture position peaked at $1.67M in Q3 2024.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.