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Clayton Financial Group’s Accenture ACN Stock Holding History

Clayton Financial Group’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
-291
Closed -$57.7K – 69
2026
Q1 		$57.7K Sell
291
-38
-12% -$8.85K 0.03% 139
2025
Q4 		$88.3K Buy
329
+38
+13% +$9.65K 0.05% 113
2025
Q3 		$71.8K Buy
+291
New +$75.9K 0.05% 83
2024
Q3 		– Sell
-2,249
Closed -$780K – 124
2024
Q2 		$780K Hold
2,249
– – 0.34% 47
2024
Q1 		$780K Buy
+2,249
New +$820K 0.35% 47

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Clayton Financial Group's ACN Position: Q2 2026 in Review

Clayton Financial Group sold out of Accenture (ACN) in Q2 2026, closing a stake of 291 shares — an estimated $57.7K sold.

Clayton Financial Group first reported a position in ACN in Q1 2024 and held it in 5 quarters. The position peaked at $780K in Q2 2024. 438 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Clayton Financial Group reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 291 Accenture shares in Q2 2026, an estimated $57.7K.
  • Clayton Financial Group first reported a position in Accenture in Q1 2024 and held it in 5 quarters.
  • Clayton Financial Group's Accenture position peaked at $780K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.