CP
ACN icon

Castleview Partners’s Accenture ACN Stock Holding History

Castleview 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
-1,572
Closed -$312K – 224
2026
Q1 		$312K Sell
1,572
-166
-10% -$38.7K 0.16% 142
2025
Q4 		$466K Buy
1,738
+93
+6% +$23.6K 0.23% 99
2025
Q3 		$406K Sell
1,645
-45
-3% -$11.7K 0.22% 97
2025
Q2 		$505K Sell
1,690
-26
-2% -$7.92K 0.32% 75
2025
Q1 		$535K Sell
1,716
-3
-0.2% -$1.06K 0.36% 74
2024
Q4 		$600K Sell
1,719
-195
-10% -$70.2K 0.32% 75
2024
Q3 		$677K Sell
1,914
-18
-0.9% -$5.92K 0.39% 61
2024
Q2 		$586K Buy
1,932
+40
+2% +$12.3K 0.33% 69
2024
Q1 		$656K Sell
1,892
-139
-7% -$50.7K 0.37% 62
2023
Q4 		$713K Buy
2,031
+3
+0.1% +$967 0.5% 38
2023
Q3 		$623K Buy
2,028
+52
+3% +$16.4K 0.58% 34
2023
Q2 		$610K Sell
1,976
-33
-2% -$9.59K 0.55% 32
2023
Q1 		$574K Sell
2,009
-36
-2% -$9.81K 0.51% 44
2022
Q4 		$546K Buy
2,045
+56
+3% +$15.5K 0.53% 45
2022
Q3 		$512K Sell
1,989
-27
-1% -$7.8K 0.49% 46
2022
Q2 		$560K Buy
+2,016
New +$606K 0.45% 46
2022
Q1 		– Sell
-1,507,020
Closed -$3.63K – 703
2021
Q4 		$3.63K Buy
+1,507,020
New +$549M 0.03% 198
2021
Q2 		$1.18M Buy
+4,004
New +$1.15M 0.52% 38

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

Castleview Partners's ACN Position: Q2 2026 in Review

Castleview Partners sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,572 shares — an estimated $312K sold.

Castleview Partners first reported a position in ACN in Q2 2021 and held it in 18 quarters. The position peaked at $1.18M in Q2 2021. 352 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Castleview Partners reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 1,572 Accenture shares in Q2 2026, an estimated $312K.
  • Castleview Partners first reported a position in Accenture in Q2 2021 and held it in 18 quarters.
  • Castleview Partners's Accenture position peaked at $1.18M in Q2 2021.
  • 352 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.