Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

ACNACN
Showing 7 of 29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ACCENTURE PLC-CL A

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 144,634 shares of ACN (ACCENTURE PLC-CL A), worth $28.7M as of 2026-Q1. The position was decreased (-2.4% shares). ACN represents 0.2% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$28.7M

Current Shares

144,634

Total Value Change

-$42.3M

Total Shares Change

-56,238

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
144,634
-2.4%
$28.7M0.2%$209.89
0
2025-Q4
Decreased
148,148
-7.2%
$39.7M0.2%$270.00
0
2025-Q3
Decreased
159,614
-4.2%
$39.4M0.3%$247.00
0
2025-Q2
Decreased
166,635
-5.0%
$49.8M0.4%$293.99
0
2025-Q1
Decreased
175,400
-9.4%
$54.7M0.5%$301.32
0
2024-Q4
Decreased
193,536
-3.6%
$68.1M0.6%$347.53
0
2024-Q3
Decreased
200,872
-0.9%
$71M0.6%$343.38
0

Other major holders of ACN: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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