AFPL
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Advus Financial Partners, LLC’s Accenture ACN Stock Holding History

Advus Financial Partners, LLC’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
-919
Closed -$247K – 247
2025
Q4 		$247K Sell
919
-1
-0.1% -$254 0.06% 209
2025
Q3 		$227K Sell
920
-35
-4% -$9.13K 0.05% 242
2025
Q2 		$285K Buy
955
+180
+23% +$54.8K 0.07% 198
2025
Q1 		$242K Sell
775
-72
-9% -$25.4K 0.07% 209
2024
Q4 		$298K Buy
847
+68
+9% +$24.5K 0.08% 168
2024
Q3 		$275K Buy
779
+2
+0.3% +$658 0.08% 175
2024
Q2 		$236K Sell
777
-64
-8% -$19.6K 0.07% 181
2024
Q1 		$291K Sell
841
-55
-6% -$20K 0.09% 150
2023
Q4 		$314K Buy
896
+9
+1% +$2.9K 0.11% 124
2023
Q3 		$272K Sell
887
-99
-10% -$31.2K 0.11% 113
2023
Q2 		$304K Buy
986
+122
+14% +$35.5K 0.12% 104
2023
Q1 		$247K Buy
864
+2
+0.2% +$545 0.1% 121
2022
Q4 		$230K Buy
862
+81
+10% +$22.4K 0.1% 135
2022
Q3 		$201K Sell
781
-245
-24% -$70.8K 0.11% 125
2022
Q2 		$285K Buy
1,026
+307
+43% +$92.2K 0.15% 93
2022
Q1 		$242K Buy
+719
New +$242K 0.12% 107
2021
Q3 		$216K Buy
+521
New +$169K 0.12% 95

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advus Financial Partners, LLC's ACN Position: Q1 2026 in Review

Advus Financial Partners, LLC sold out of Accenture (ACN) in Q1 2026, closing a stake of 919 shares — an estimated $247K sold.

Advus Financial Partners, LLC first reported a position in ACN in Q3 2021 and held it in 17 quarters. The position peaked at $314K in Q4 2023. 2,160 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Advus Financial Partners, LLC reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 919 Accenture shares in Q1 2026, an estimated $247K.
  • Advus Financial Partners, LLC first reported a position in Accenture in Q3 2021 and held it in 17 quarters.
  • Advus Financial Partners, LLC's Accenture position peaked at $314K in Q4 2023.
  • 2,160 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2026, filed 25 Aug 2026.