CFFP
ACN icon

Center for Financial Planning’s Accenture ACN Stock Holding History

Center for Financial Planning’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 		$872 Hold
7
– – ﹤0.01% 616
2026
Q1 		$1.39K Hold
7
– – ﹤0.01% 595
2025
Q4 		$1.88K Hold
7
– – ﹤0.01% 614
2025
Q3 		$1.73K Hold
7
– – ﹤0.01% 598
2025
Q2 		$2.09K Hold
7
– – ﹤0.01% 554
2025
Q1 		$2.19K Hold
7
– – ﹤0.01% 577
2024
Q4 		$2.46K Hold
7
– – ﹤0.01% 525
2024
Q3 		$2.48K Hold
7
– – ﹤0.01% 489
2024
Q2 		$2.12K Sell
7
-14
-67% -$4.29K ﹤0.01% 497
2024
Q1 		$7.28K Buy
+21
New +$7.65K ﹤0.01% 437
2023
Q3 		– Sell
-13
Closed -$4.01K – 519
2023
Q2 		$4.01K Buy
+13
New +$3.78K ﹤0.01% 459
2023
Q1 		– Sell
-14
Closed -$3.74K – 538
2022
Q4 		$3.74K Sell
14
-20
-59% -$5.53K ﹤0.01% 428
2022
Q3 		$9K Buy
+34
New +$9.83K ﹤0.01% 361
2021
Q2 		– Sell
-870
Closed -$240K – 493
2021
Q1 		$240K Hold
870
– – 0.06% 110
2020
Q4 		$227K Hold
870
– – 0.06% 108
2020
Q3 		$197K Hold
870
– – 0.06% 112
2020
Q2 		$187K Buy
870
+773
+797% +$146K 0.07% 113
2020
Q1 		$16K Buy
97
+94
+3,133% +$18.1K 0.01% 273
2019
Q4 		$1K Buy
+3
New +$585 ﹤0.01% 434

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Center for Financial Planning's ACN Position: Q2 2026 in Review

Center for Financial Planning held its Accenture (ACN) position steady in Q2 2026 at 7 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Center for Financial Planning first reported a position in ACN in Q4 2019 and has held it in 19 quarters since. The position peaked at $240K in Q1 2021. 554 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Center for Financial Planning held 7 shares of Accenture worth $872 as of Q2 2026.
  • Center for Financial Planning left its Accenture share count unchanged in Q2 2026.
  • Accenture made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #616 holding.
  • Center for Financial Planning first reported a position in Accenture in Q4 2019 and has held it in 19 quarters since.
  • Center for Financial Planning's Accenture position peaked at $240K in Q1 2021.
  • 554 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.