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 (ACN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,354,748 1.86 Reduce 28.04% 0.61 $198.29 $268,632,941 SEC
2025   Q4 1,882,707 2.16 Reduce 23.52% 0.46 $268.30 $505,130,377 SEC
2025   Q3 2,461,759 1.97 Reduce 16.47% 0.44 $246.60 $607,069,774 SEC
2025   Q2 2,947,158 2.70 Reduce 8.14% 0.26 $298.89 $880,876,004 SEC
2025   Q1 3,208,478 3.14 Reduce 9.02% 0.30 $312.04 $1,001,173,464 SEC
2024   Q4 3,526,610 3.35 Reduce 9.62% 0.34 $351.79 $1,240,625,957 SEC
2024   Q3 3,902,146 3.56 Reduce 9.96% 0.33 $353.48 $1,379,330,671 SEC
2024   Q2 4,333,582 3.30 Reduce 6.38% 0.24 $303.41 $1,314,852,194 SEC
2024   Q1 4,628,987 3.71 Reduce 3.58% 0.15 $346.61 $1,604,453,183 SEC
2023   Q4 4,800,967 4.06 Reduce 3.79% 0.15 $350.93 $1,684,826,660 SEC
2023   Q3 4,989,956 4.03 Reduce 3.30% 0.13 $307.11 $1,532,465,482 SEC
2023   Q2 5,160,507 3.95 Reduce 3.48% 0.14 $308.58 $1,592,429,203 SEC
2023   Q1 5,346,794 4.03 Reduce 2.04% 0.09 $285.81 $1,528,167,259 SEC
2022   Q4 5,457,887 4.26 Reduce 5.89% 0.25 $266.84 $1,456,382,535 SEC
2022   Q3 5,799,259 4.18 Add 0.51% 0.02 $257.30 $1,492,149,000 SEC
2022   Q2 5,769,613 4.23 Reduce 3.66% 0.14 $277.65 $1,601,933,000 SEC
2022   Q1 5,988,665 3.94 Reduce 11.10% 0.52 $337.23 $2,019,557,000 SEC
2021   Q4 6,736,383 4.69 Add 0.19% <0.01 $414.55 $2,792,568,000 SEC
2021   Q3 6,723,544 3.95 Reduce 18.39% 0.86 $319.92 $2,150,996,000 SEC
2021   Q2 8,238,617 4.66 Add 3.83% 0.17 $294.79 $2,428,662,000 SEC
2021   Q1 7,934,854 4.94 Add 1.93% 0.09 $276.25 $2,192,004,000 SEC
2020   Q4 7,784,316 4.74 Add 2.41% 0.11 $261.21 $2,033,341,000 SEC
2020   Q3 7,601,083 4.60 Add 4.32% 0.19 $225.99 $1,717,769,000 SEC
2020   Q2 7,286,282 4.73 Add 9.43% 0.41 $214.72 $1,564,511,000 SEC
2020   Q1 6,658,492 4.72 Add 5.84% 0.26 $163.26 $1,087,065,000 SEC
2019   Q4 6,290,843 5.22 Add 3.13% 0.16 $210.57 $1,324,663,000 SEC
2019   Q3 6,099,712 5.40 Add 4.41% 0.23 $192.35 $1,173,280,000 SEC
2019   Q2 5,841,892 5.23 Add 3.35% 0.17 $184.77 $1,079,406,000 SEC
2019   Q1 5,652,369 5.20 Add 6.29% 0.31 $176.02 $994,930,000 SEC
2018   Q4 5,318,111 4.89 Add 3.05% 0.14 $141.01 $749,907,000 SEC
2018   Q3 5,160,737 5.00 Add 0.71% 0.04 $170.20 $878,357,000 SEC
2018   Q2 5,124,412 5.38 Add 1.50% 0.08 $163.59 $838,303,000 SEC
2018   Q1 5,048,799 5.50 Add 2.20% 0.12 $153.50 $774,991,000 SEC
2017   Q4 4,940,069 5.62 Add 1.38% 0.08 $153.09 $756,275,000 SEC
2017   Q3 4,873,017 5.30 Add 2.62% 0.14 $135.07 $658,198,000 SEC
2017   Q2 4,748,751 5.14 Add 7.59% 0.36 $123.68 $587,326,000 SEC
2017   Q1 4,413,852 4.92 Add 7.93% 0.36 $119.88 $529,133,000 SEC
2016   Q4 4,089,466 5.27 Add 7.96% 0.39 $117.13 $478,999,000 SEC
2016   Q3 3,787,777 5.51 Add 2.71% 0.15 $122.17 $462,753,000 SEC
2016   Q2 3,687,789 5.30 Add 10.68% 0.51 $113.29 $417,790,000 SEC
2016   Q1 3,331,955 5.28 Add 12.14% 0.57 $115.40 $384,508,000 SEC
2015   Q4 2,971,122 4.80 Add 10.02% 0.44 $104.50 $310,482,000 SEC
2015   Q3 2,700,473 4.86 Add 2.90% 0.14 $98.26 $265,348,000 SEC
2015   Q2 2,624,413 4.92 Reduce 2.24% 0.11 $96.78 $253,991,000 SEC
2015   Q1 2,684,580 4.90 Add 4.24% 0.20 $93.69 $251,518,000 SEC
2014   Q4 2,575,395 4.74 Reduce 2.01% 0.10 $89.31 $230,009,000 SEC
2014   Q3 2,628,270 4.80 Reduce 3.03% 0.14 $81.32 $213,731,000 SEC
2014   Q2 2,710,303 4.78 Reduce 4.92% 0.24 $80.84 $219,101,000 SEC
2014   Q1 2,850,507 4.92 Reduce 1.07% 0.06 $79.72 $227,242,000 SEC
2013   Q4 2,881,373 5.24 Reduce 3.43% 0.17 $82.22 $236,906,000 SEC
2013   Q3 2,983,765 5.06 Reduce 6.01% 0.35 $73.64 $219,724,000 SEC
2013   Q2 3,174,669 5.75 Buy 5.75 $71.96 $228,449,000 SEC