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Avantax Planning Partners’s Accenture ACN Stock Holding History

Avantax Planning Partners’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 		– Sell
-1,613
Closed -$320K – 455
2026
Q1 		$320K Sell
1,613
-3,085
-66% -$719K 0.01% 339
2025
Q4 		$1.26M Buy
4,698
+148
+3% +$37.6K 0.04% 173
2025
Q3 		$1.12M Buy
4,550
+389
+9% +$101K 0.03% 186
2025
Q2 		$1.24M Buy
4,161
+685
+20% +$209K 0.04% 174
2025
Q1 		$1.08M Buy
3,476
+503
+17% +$178K 0.04% 180
2024
Q4 		$1.05M Buy
2,973
+333
+13% +$120K 0.04% 181
2024
Q3 		$933K Sell
2,640
-1,686
-39% -$554K 0.03% 185
2024
Q2 		$1.31M Sell
4,326
-452
-9% -$138K 0.04% 186
2024
Q1 		$1.66M Buy
4,778
+663
+16% +$242K 0.05% 164
2023
Q4 		$1.44M Sell
4,115
-335
-8% -$108K 0.06% 143
2023
Q3 		$1.37M Buy
4,450
+192
+5% +$60.5K 0.06% 138
2023
Q2 		$1.31M Buy
4,258
+209
+5% +$60.7K 0.05% 143
2023
Q1 		$1.16M Buy
4,049
+1,189
+42% +$324K 0.05% 151
2022
Q4 		$763K Buy
2,860
+45
+2% +$12.4K 0.03% 196
2022
Q3 		$724K Sell
2,815
-1,917
-41% -$554K 0.03% 190
2022
Q2 		$1.31M Buy
4,732
+435
+10% +$131K 0.06% 127
2022
Q1 		$1.45M Buy
4,297
+89
+2% +$30K 0.06% 124
2021
Q4 		$1.74M Sell
4,208
-34
-0.8% -$12.4K 0.07% 113
2021
Q3 		$1.36M Sell
4,242
-411
-9% -$134K 0.06% 110
2021
Q2 		$1.37M Buy
4,653
+650
+16% +$186K 0.06% 111
2021
Q1 		$1.11M Sell
4,003
-1,150
-22% -$297K 0.06% 126
2020
Q4 		$1.35M Sell
5,153
-235
-4% -$56.3K 0.07% 112
2020
Q3 		$1.22M Sell
5,388
-355
-6% -$81.3K 0.06% 115
2020
Q2 		$1.23M Sell
5,743
-713
-11% -$135K 0.07% 112
2020
Q1 		$1.05M Buy
6,456
+1,988
+44% +$383K 0.07% 105
2019
Q4 		$941K Sell
4,468
-76
-2% -$14.8K 0.06% 112
2019
Q3 		$874K Buy
4,544
+44
+1% +$8.52K 0.05% 119
2019
Q2 		$856K Sell
4,500
-106
-2% -$19K 0.06% 116
2019
Q1 		$811K Buy
4,606
+1,245
+37% +$196K 0.06% 117
2018
Q4 		$474K Sell
3,361
-51
-1% -$8.07K 0.04% 150
2018
Q3 		$581K Sell
3,412
-260
-7% -$43.3K 0.05% 130
2018
Q2 		$600K Buy
3,672
+123
+3% +$19.1K 0.05% 120
2018
Q1 		$544K Buy
3,549
+1,093
+45% +$173K 0.05% 167
2017
Q4 		$376K Sell
2,456
-1,554
-39% -$225K 0.03% 201
2017
Q3 		$542K Buy
4,010
+645
+19% +$84K 0.04% 197
2017
Q2 		$416K Buy
3,365
+464
+16% +$56.5K 0.04% 213
2017
Q1 		$348K Sell
2,901
-143
-5% -$17.1K 0.03% 224
2016
Q4 		$357K Buy
+3,044
New +$361K 0.04% 203

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avantax Planning Partners's ACN Position: Q2 2026 in Review

Avantax Planning Partners sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,613 shares — an estimated $320K sold.

Avantax Planning Partners first reported a position in ACN in Q4 2016 and held it in 38 quarters. The position peaked at $1.74M in Q4 2021. 754 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Avantax Planning Partners reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 1,613 Accenture shares in Q2 2026, an estimated $320K.
  • Avantax Planning Partners first reported a position in Accenture in Q4 2016 and held it in 38 quarters.
  • Avantax Planning Partners's Accenture position peaked at $1.74M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.