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Burney Company’s Accenture ACN Stock Holding History

Burney Company’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 		$1.59M Sell
12,813
-5,066
-28% -$879K 0.04% 275
2026
Q1 		$3.55M Sell
17,879
-2,586
-13% -$603K 0.11% 160
2025
Q4 		$5.49M Sell
20,465
-1,422
-6% -$361K 0.17% 127
2025
Q3 		$5.4M Buy
21,887
+1,643
+8% +$428K 0.17% 129
2025
Q2 		$6.05M Sell
20,244
-413
-2% -$126K 0.2% 108
2025
Q1 		$6.45M Sell
20,657
-296
-1% -$105K 0.23% 96
2024
Q4 		$7.37M Buy
20,953
+1,414
+7% +$509K 0.26% 87
2024
Q3 		$6.91M Sell
19,539
-1,124
-5% -$370K 0.25% 96
2024
Q2 		$6.27M Sell
20,663
-1,397
-6% -$428K 0.24% 102
2024
Q1 		$7.65M Sell
22,060
-1,959
-8% -$714K 0.29% 89
2023
Q4 		$8.43M Sell
24,019
-1,165
-5% -$376K 0.35% 73
2023
Q3 		$7.73M Sell
25,184
-267
-1% -$84.1K 0.36% 70
2023
Q2 		$7.85M Sell
25,451
-179
-0.7% -$52K 0.36% 71
2023
Q1 		$7.33M Sell
25,630
-54
-0.2% -$14.7K 0.36% 73
2022
Q4 		$6.85M Sell
25,684
-6,033
-19% -$1.67M 0.35% 79
2022
Q3 		$8.16M Sell
31,717
-1,391
-4% -$402K 0.45% 63
2022
Q2 		$9.19M Buy
33,108
+5,700
+21% +$1.71M 0.48% 54
2022
Q1 		$9.24M Sell
27,408
-5,083
-16% -$1.71M 0.42% 64
2021
Q4 		$13.5M Sell
32,491
-4,982
-13% -$1.82M 0.58% 47
2021
Q3 		$12M Sell
37,473
-6,640
-15% -$2.16M 0.56% 47
2021
Q2 		$13M Sell
44,113
-2,237
-5% -$641K 0.6% 40
2021
Q1 		$12.8M Sell
46,350
-3,701
-7% -$957K 0.63% 36
2020
Q4 		$13.1M Sell
50,051
-2,102
-4% -$504K 0.72% 25
2020
Q3 		$11.8M Sell
52,153
-30,971
-37% -$7.09M 0.73% 29
2020
Q2 		$17.8M Sell
83,124
-5,903
-7% -$1.12M 1.16% 7
2020
Q1 		$14.5M Sell
89,027
-6,243
-7% -$1.2M 1.12% 12
2019
Q4 		$20.1M Sell
95,270
-6,496
-6% -$1.27M 1.11% 12
2019
Q3 		$19.6M Sell
101,766
-5,026
-5% -$973K 1.17% 10
2019
Q2 		$19.7M Sell
106,792
-6,482
-6% -$1.16M 1.2% 11
2019
Q1 		$19.9M Buy
113,274
+2,894
+3% +$455K 1.24% 10
2018
Q4 		$15.6M Sell
110,380
-480
-0.4% -$75.9K 1.1% 15
2018
Q3 		$18.9M Sell
110,860
-5,851
-5% -$974K 1.12% 16
2018
Q2 		$19.1M Sell
116,711
-259
-0.2% -$40.3K 1.12% 17
2018
Q1 		$18M Sell
116,970
-3,115
-3% -$493K 1.11% 14
2017
Q4 		$18.4M Buy
120,085
+15,451
+15% +$2.24M 1.04% 16
2017
Q3 		$14.3M Buy
104,634
+29,917
+40% +$3.9M 0.93% 22
2017
Q2 		$9.19M Buy
74,717
+1,629
+2% +$198K 0.6% 59
2017
Q1 		$8.76M Sell
73,088
-5,219
-7% -$623K 0.58% 61
2016
Q4 		$9.17M Sell
78,307
-72
-0.1% -$8.55K 0.62% 58
2016
Q3 		$9.14M Sell
78,379
-1,320
-2% -$150K 0.65% 50
2016
Q2 		$9.03M Sell
79,699
-2,633
-3% -$305K 0.65% 53
2016
Q1 		$9.5M Buy
82,332
+3,767
+5% +$387K 0.69% 47
2015
Q4 		$8.18M Buy
78,565
+11,552
+17% +$1.22M 0.61% 60
2015
Q3 		$6.58M Buy
67,013
+347
+0.5% +$34.4K 0.51% 71
2015
Q2 		$6.45M Buy
66,666
+2,683
+4% +$256K 0.44% 77
2015
Q1 		$6M Buy
63,983
+8,930
+16% +$797K 0.41% 81
2014
Q4 		$4.92M Buy
55,053
+178
+0.3% +$14.8K 0.39% 83
2014
Q3 		$4.46M Sell
54,875
-200
-0.4% -$16K 0.38% 88
2014
Q2 		$4.45M Sell
55,075
-3,636
-6% -$292K 0.39% 87
2014
Q1 		$4.68M Sell
58,711
-178
-0.3% -$14.6K 0.43% 77
2013
Q4 		$4.84M Sell
58,889
-1,988
-3% -$150K 0.47% 70
2013
Q3 		$4.48M Sell
60,877
-6,484
-10% -$480K 0.5% 67
2013
Q2 		$4.85M Buy
+67,361
New +$5.35M 0.61% 52

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Burney Company's ACN Position: Q2 2026 in Review

Burney Company reduced its Accenture (ACN) stake by 28% in Q2 2026, selling an estimated $879K and leaving 12,813 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #275.

Burney Company first reported a position in ACN in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.1M in Q4 2019. 352 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Burney Company held 12,813 shares of Accenture worth $1.59M as of Q2 2026.
  • Burney Company sold 5,066 Accenture shares in Q2 2026, an estimated $879K.
  • Accenture made up 0.04% of Burney Company's portfolio in Q2 2026, its #275 holding.
  • Burney Company first reported a position in Accenture in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Accenture position peaked at $20.1M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.