Canvas Wealth Advisors’s Accenture ACN Stock Holding History

Canvas Wealth Advisors’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	$272K	Buy	+2,185	New	+$379K	0.04%	207
2024 Q2	–	Sell	-666	Closed	-$209K	–	151
2024 Q1	$209K	Buy	+666	New	+$243K	0.07%	140
2023 Q2	–	Sell	-886	Closed	-$244K	–	130
2023 Q1	$244K	Buy	886 +135	+18%	+$36.8K	0.1%	123
2022 Q4	$209K	Buy	+751	New	+$208K	0.09%	139
2022 Q3	–	Sell	-798	Closed	-$222K	–	125
2022 Q2	$222K	Buy	798 +16	+2%	+$4.81K	0.09%	115
2022 Q1	$238K	Buy	+782	New	+$264K	0.09%	127
2021 Q2	–	Sell	-845	Closed	-$243K	–	119
2021 Q1	$243K	Buy	+845	New	+$218K	0.14%	97

Other funds holding ACN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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 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

Canvas Wealth Advisors's ACN Position: Q2 2026 in Review

Canvas Wealth Advisors opened a new position in Accenture (ACN) in Q2 2026: 2,185 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings. This is a return to the name: Canvas Wealth Advisors previously reported a position in ACN as recently as Q1 2024.

Canvas Wealth Advisors first reported a position in ACN in Q1 2021 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Canvas Wealth Advisors held 2,185 shares of Accenture worth $272K as of Q2 2026.
Accenture was a new Canvas Wealth Advisors position in Q2 2026.
Accenture made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #207 holding.
Canvas Wealth Advisors first reported a position in Accenture in Q1 2021 and has held it in 7 quarters since.
298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.