XF
ACN icon

XML Financial’s Accenture ACN Stock Holding History

XML Financial’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 		$441K Buy
3,547
+1,298
+58% +$225K 0.03% 306
2026
Q1 		$446K Sell
2,249
-665
-23% -$155K 0.04% 283
2025
Q4 		$782K Sell
2,914
-329
-10% -$83.6K 0.06% 203
2025
Q3 		$800K Sell
3,243
-22
-0.7% -$5.74K 0.07% 195
2025
Q2 		$976K Sell
3,265
-78
-2% -$23.8K 0.08% 180
2025
Q1 		$1.04M Sell
3,343
-79
-2% -$27.9K 0.1% 168
2024
Q4 		$1.2M Buy
3,422
+27
+0.8% +$9.72K 0.11% 156
2024
Q3 		$1.2M Buy
3,395
+106
+3% +$34.9K 0.11% 154
2024
Q2 		$998K Buy
3,289
+36
+1% +$11K 0.1% 166
2024
Q1 		$1.13M Buy
3,253
+47
+1% +$17.1K 0.12% 154
2023
Q4 		$1.13M Sell
3,206
-102
-3% -$32.9K 0.12% 149
2023
Q3 		$1.02M Sell
3,308
-604
-15% -$190K 0.12% 150
2023
Q2 		$1.21M Buy
3,912
+905
+30% +$263K 0.14% 141
2023
Q1 		$859K Buy
3,007
+608
+25% +$166K 0.1% 162
2022
Q4 		$640K Sell
2,399
-201
-8% -$55.6K 0.08% 190
2022
Q3 		$669K Buy
2,600
+1,186
+84% +$343K 0.09% 175
2022
Q2 		$393K Sell
1,414
-1,186
-46% -$356K 0.09% 157
2022
Q1 		$877K Sell
2,600
-270
-9% -$91.1K 0.1% 162
2021
Q4 		$1.19M Sell
2,870
-41
-1% -$14.9K 0.14% 143
2021
Q3 		$931K Buy
2,911
+1,213
+71% +$395K 0.12% 149
2021
Q2 		$501K Hold
1,698
– – 0.11% 144
2021
Q1 		$469K Hold
1,698
– – 0.11% 136
2020
Q4 		$443K Buy
1,698
+1
+0.1% +$240 0.11% 136
2020
Q3 		$384K Buy
1,697
+20
+1% +$4.58K 0.12% 133
2020
Q2 		$360K Sell
1,677
-34
-2% -$6.43K 0.12% 126
2020
Q1 		$279K Sell
1,711
-315
-16% -$60.7K 0.12% 131
2019
Q4 		$427K Buy
+2,026
New +$395K 0.16% 109

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

XML Financial's ACN Position: Q2 2026 in Review

XML Financial increased its Accenture (ACN) stake by 58% in Q2 2026, buying an estimated $225K and bringing the position to 3,547 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #306.

XML Financial first reported a position in ACN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.21M in Q2 2023. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • XML Financial held 3,547 shares of Accenture worth $441K as of Q2 2026.
  • XML Financial bought 1,298 Accenture shares in Q2 2026, an estimated $225K.
  • Accenture made up 0.03% of XML Financial's portfolio in Q2 2026, its #306 holding.
  • XML Financial first reported a position in Accenture in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Accenture position peaked at $1.21M in Q2 2023.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.