Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Accenture plc (ACN)
← All ACN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,354,748 1.86 Reduce 28.04% 0.61 $187.00–291.09 · VW $224.10i $268,632,941 SEC
2025   Q4 1,882,707 2.16 Reduce 23.52% 0.46 $233.60–281.13 · VW $253.72i $505,130,377 SEC
2025   Q3 2,461,759 1.97 Reduce 16.47% 0.44 $229.40–307.77 · VW $257.19i $607,069,774 SEC
2025   Q2 2,947,158 2.70 Reduce 8.14% 0.26 $273.19–325.71 · VW $302.28i $880,876,004 SEC
2025   Q1 3,208,478 3.14 Reduce 9.02% 0.30 $291.51–398.35 · VW $345.43i $1,001,173,464 SEC
2024   Q4 3,526,610 3.35 Reduce 9.62% 0.34 $341.58–377.34 · VW $357.30i $1,240,625,957 SEC
2024   Q3 3,902,146 3.56 Reduce 9.96% 0.33 $290.53–363.99 · VW $332.34i $1,379,330,671 SEC
2024   Q2 4,333,582 3.30 Reduce 6.38% 0.24 $278.69–345.00 · VW $302.23i $1,314,852,194 SEC
2024   Q1 4,628,987 3.71 Reduce 3.58% 0.15 $329.69–387.51 · VW $360.28i $1,604,453,183 SEC
2023   Q4 4,800,967 4.06 Reduce 3.79% 0.15 $288.46–355.38 · VW $323.41i $1,684,826,660 SEC
2023   Q3 4,989,956 4.03 Reduce 3.30% 0.13 $294.49–330.44 · VW $314.00i $1,532,465,482 SEC
2023   Q2 5,160,507 3.95 Reduce 3.48% 0.14 $261.68–327.93 · VW $297.12i $1,592,429,203 SEC
2023   Q1 5,346,794 4.03 Reduce 2.04% 0.09 $242.80–295.79 · VW $273.65i $1,528,167,259 SEC
2022   Q4 5,457,887 4.26 Reduce 5.89% 0.25 $242.95–305.13 · VW $277.13i $1,456,382,535 SEC
2022   Q3 5,799,259 4.18 Add 0.51% 0.02 $254.27–322.88 · VW $285.17i $1,492,149,000 SEC
2022   Q2 5,769,613 4.23 Reduce 3.66% 0.14 $268.17–345.30 · VW $297.84i $1,601,933,000 SEC
2022   Q1 5,988,665 3.94 Reduce 11.10% 0.52 $297.36–415.53 · VW $339.42i $2,019,557,000 SEC
2021   Q4 6,736,383 4.69 Add 0.19% <0.01 $316.01–417.37 · VW $370.94i $2,792,568,000 SEC
2021   Q3 6,723,544 3.95 Reduce 18.39% 0.86 $295.00–345.52 · VW $323.07i $2,150,996,000 SEC
2021   Q2 8,238,617 4.66 Add 3.83% 0.17 $276.07–297.80 · VW $287.08i $2,428,662,000 SEC
2021   Q1 7,934,854 4.94 Add 1.93% 0.09 $241.73–281.30 · VW $258.30i $2,192,004,000 SEC
2020   Q4 7,784,316 4.74 Add 2.41% 0.11 $212.45–271.18 · VW $241.03i $2,033,341,000 SEC
2020   Q3 7,601,083 4.60 Add 4.32% 0.19 $210.42–247.82 · VW $228.08i $1,717,769,000 SEC
2020   Q2 7,286,282 4.73 Add 9.43% 0.41 $148.28–217.89 · VW $191.58i $1,564,511,000 SEC
2020   Q1 6,658,492 4.72 Add 5.84% 0.26 $137.15–216.39 · VW $180.06i $1,087,065,000 SEC
2019   Q4 6,290,843 5.22 Add 3.13% 0.16 $181.97–213.25 · VW $196.37i $1,324,663,000 SEC
2019   Q3 6,099,712 5.40 Add 4.41% 0.23 $184.23–202.80 · VW $193.45i $1,173,280,000 SEC
2019   Q2 5,841,892 5.23 Add 3.35% 0.17 $170.35–187.31 · VW $179.80i $1,079,406,000 SEC
2019   Q1 5,652,369 5.20 Add 6.29% 0.31 $135.58–177.49 · VW $159.70i $994,930,000 SEC
2018   Q4 5,318,111 4.89 Add 3.05% 0.14 $132.63–174.82 · VW $156.30i $749,907,000 SEC
2018   Q3 5,160,737 5.00 Add 0.71% 0.04 $157.84–175.64 · VW $166.23i $878,357,000 SEC
2018   Q2 5,124,412 5.38 Add 1.50% 0.08 $146.05–165.56 · VW $156.27i $838,303,000 SEC
2018   Q1 5,048,799 5.50 Add 2.20% 0.12 $147.16–165.58 · VW $157.01i $774,991,000 SEC
2017   Q4 4,940,069 5.62 Add 1.38% 0.08 $133.66–158.44 · VW $146.10i $756,275,000 SEC
2017   Q3 4,873,017 5.30 Add 2.62% 0.14 $122.03–138.70 · VW $130.84i $658,198,000 SEC
2017   Q2 4,748,751 5.14 Add 7.59% 0.36 $114.82–128.47 · VW $122.09i $587,326,000 SEC
2017   Q1 4,413,852 4.92 Add 7.93% 0.36 $112.31–126.53 · VW $118.81i $529,133,000 SEC
2016   Q4 4,089,466 5.27 Add 7.96% 0.39 $114.51–125.72 · VW $118.64i $478,999,000 SEC
2016   Q3 3,787,777 5.51 Add 2.71% 0.15 $108.83–124.96 · VW $115.99i $462,753,000 SEC
2016   Q2 3,687,789 5.30 Add 10.68% 0.51 $108.66–120.78 · VW $114.81i $417,790,000 SEC
2016   Q1 3,331,955 5.28 Add 12.14% 0.57 $91.40–116.51 · VW $104.34i $384,508,000 SEC
2015   Q4 2,971,122 4.80 Add 10.02% 0.44 $96.31–109.86 · VW $105.30i $310,482,000 SEC
2015   Q3 2,700,473 4.86 Add 2.90% 0.14 $88.43–105.37 · VW $97.74i $265,348,000 SEC
2015   Q2 2,624,413 4.92 Reduce 2.24% 0.11 $92.13–100.47 · VW $95.52i $253,991,000 SEC
2015   Q1 2,684,580 4.90 Add 4.24% 0.20 $83.47–94.98 · VW $89.08i $251,518,000 SEC
2014   Q4 2,575,395 4.74 Reduce 2.01% 0.10 $73.98–91.94 · VW $83.24i $230,009,000 SEC
2014   Q3 2,628,270 4.80 Reduce 3.03% 0.14 $76.87–82.16 · VW $80.12i $213,731,000 SEC
2014   Q2 2,710,303 4.78 Reduce 4.92% 0.24 $76.36–84.56 · VW $80.23i $219,101,000 SEC
2014   Q1 2,850,507 4.92 Reduce 1.07% 0.06 $76.25–85.88 · VW $81.12i $227,242,000 SEC
2013   Q4 2,881,373 5.24 Reduce 3.43% 0.17 $69.78–83.45 · VW $76.47i $236,906,000 SEC
2013   Q3 2,983,765 5.06 Reduce 6.01% 0.35 $70.50–78.34 · VW $73.79i $219,724,000 SEC
2013   Q2 3,174,669 5.75 Buy 5.75 $69.00–84.22 · VW $78.20i $228,449,000 SEC
Price snapshot:
Current price$138.52
Avg. buy price$140.69
+/- since buy-1.55%
52-week low$116.75
52-week high$285.21