Capital Planning Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-778
| Closed | -$209K | – | 148 |
|
|
2025
Q4 | $209K | Buy |
+778
| New | +$198K | 0.03% | 157 |
|
|
2025
Q3 | – | Sell |
-9,726
| Closed | -$2.91M | – | 144 |
|
|
2025
Q2 | $2.91M | Sell |
9,726
-1,121
| -10% | -$341K | 0.43% | 49 |
|
|
2025
Q1 | $3.38M | Sell |
10,847
-340
| -3% | -$120K | 0.52% | 45 |
|
|
2024
Q4 | $3.94M | Buy |
11,187
+1,472
| +15% | +$530K | 0.61% | 39 |
|
|
2024
Q3 | $3.43M | Sell |
9,715
-256
| -3% | -$84.2K | 0.52% | 49 |
|
|
2024
Q2 | $3.03M | Buy |
9,971
+376
| +4% | +$115K | 0.52% | 49 |
|
|
2024
Q1 | $3.33M | Buy |
9,595
+217
| +2% | +$79.1K | 0.58% | 44 |
|
|
2023
Q4 | $3.29M | Sell |
9,378
-393
| -4% | -$127K | 0.62% | 42 |
|
|
2023
Q3 | $3M | Sell |
9,771
-49
| -0.5% | -$15.4K | 0.63% | 42 |
|
|
2023
Q2 | $3.03M | Buy |
9,820
+1,126
| +13% | +$327K | 0.61% | 41 |
|
|
2023
Q1 | $2.48M | Sell |
8,694
-66
| -0.8% | -$18K | 0.53% | 49 |
|
|
2022
Q4 | $2.34M | Sell |
8,760
-395
| -4% | -$109K | 0.56% | 41 |
|
|
2022
Q3 | $2.36M | Buy |
9,155
+11
| +0.1% | +$3.18K | 0.63% | 40 |
|
|
2022
Q2 | $2.54M | Buy |
9,144
+152
| +2% | +$45.7K | 0.67% | 40 |
|
|
2022
Q1 | $3.03M | Buy |
8,992
+402
| +5% | +$136K | 0.65% | 39 |
|
|
2021
Q4 | $3.56M | Buy |
8,590
+49
| +0.6% | +$17.9K | 0.68% | 41 |
|
|
2021
Q3 | $2.73M | Buy |
8,541
+71
| +0.8% | +$23.1K | 0.57% | 46 |
|
|
2021
Q2 | $2.5M | Sell |
8,470
-409
| -5% | -$117K | 0.51% | 52 |
|
|
2021
Q1 | $2.45M | Buy |
8,879
+1,633
| +23% | +$422K | 0.55% | 50 |
|
|
2020
Q4 | $1.89M | Sell |
7,246
-109
| -1% | -$26.1K | 0.47% | 52 |
|
|
2020
Q3 | $1.66M | Sell |
7,355
-25
| -0.3% | -$5.73K | 0.46% | 55 |
|
|
2020
Q2 | $1.58M | Buy |
7,380
+463
| +7% | +$87.6K | 0.47% | 55 |
|
|
2020
Q1 | $1.13M | Buy |
6,917
+111
| +2% | +$21.4K | 0.42% | 60 |
|
|
2019
Q4 | $1.43M | Buy |
6,806
+391
| +6% | +$76.2K | 0.37% | 61 |
|
|
2019
Q3 | $1.23M | Sell |
6,415
-593
| -8% | -$115K | 0.36% | 60 |
|
|
2019
Q2 | $1.29M | Sell |
7,008
-43
| -0.6% | -$7.72K | 0.38% | 56 |
|
|
2019
Q1 | $1.24M | Buy |
7,051
+277
| +4% | +$43.5K | 0.38% | 59 |
|
|
2018
Q4 | $955K | Sell |
6,774
-52
| -0.8% | -$8.23K | 0.35% | 61 |
|
|
2018
Q3 | $1.16M | Buy |
6,826
+1,516
| +29% | +$252K | 0.37% | 71 |
|
|
2018
Q2 | $869K | Buy |
5,310
+1,391
| +35% | +$216K | 0.39% | 64 |
|
|
2018
Q1 | $602K | Sell |
3,919
-63
| -2% | -$9.98K | 0.21% | 88 |
|
|
2017
Q4 | $610K | Buy |
3,982
+1,771
| +80% | +$257K | 0.21% | 86 |
|
|
2017
Q3 | $299K | Buy |
+2,211
| New | +$288K | 0.12% | 105 |
|
Other funds holding ACN
VCM
VPM
Capital Planning Advisors's ACN Position: Q1 2026 in Review
Capital Planning Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 778 shares — an estimated $209K sold.
Capital Planning Advisors first reported a position in ACN in Q3 2017 and held it in 33 quarters. The position peaked at $3.94M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Capital Planning Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
- Capital Planning Advisors sold 778 Accenture shares in Q1 2026, an estimated $209K.
- Capital Planning Advisors first reported a position in Accenture in Q3 2017 and held it in 33 quarters.
- Capital Planning Advisors's Accenture position peaked at $3.94M in Q4 2024.
- 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.