Congress Asset Management’s Accenture ACN Stock Holding History

Congress Asset Management’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	$7.22M	Sell	58,051 -1,502	-3%	-$261K	0.04%	241
2026 Q1	$11.8M	Buy	59,553 +3,534	+6%	+$823K	0.08%	193
2025 Q4	$15M	Sell	56,019 -3,043	-5%	-$773K	0.11%	170
2025 Q3	$14.6M	Sell	59,062 -5,939	-9%	-$1.55M	0.1%	168
2025 Q2	$19.4M	Sell	65,001 -1,743	-3%	-$531K	0.13%	139
2025 Q1	$20.8M	Sell	66,744 -1,552	-2%	-$548K	0.16%	132
2024 Q4	$24M	Buy	68,296 +886	+1%	+$319K	0.16%	126
2024 Q3	$23.8M	Sell	67,410 -2,478	-4%	-$815K	0.16%	121
2024 Q2	$21.2M	Sell	69,888 -308,243	-82%	-$94.4M	0.15%	125
2024 Q1	$131M	Sell	378,131 -2,028	-0.5%	-$739K	0.93%	37
2023 Q4	$133M	Buy	380,159 +476	+0.1%	+$153K	1.05%	25
2023 Q3	$117M	Buy	379,683 +2,762	+0.7%	+$870K	1.03%	29
2023 Q2	$116M	Buy	376,921 +1,727	+0.5%	+$502K	1.01%	34
2023 Q1	$107M	Sell	375,194 -3,887	-1%	-$1.06M	1%	36
2022 Q4	$101M	Sell	379,081 -2,270	-0.6%	-$628K	1.01%	38
2022 Q3	$98.1M	Sell	381,351 -19,770	-5%	-$5.71M	1.05%	33
2022 Q2	$111M	Buy	401,121 +21,772	+6%	+$6.54M	1.07%	26
2022 Q1	$128M	Sell	379,349 -8,697	-2%	-$2.93M	1.09%	32
2021 Q4	$161M	Sell	388,046 -60,796	-14%	-$22.2M	1.22%	23
2021 Q3	$144M	Buy	448,842 +38,528	+9%	+$12.5M	1.12%	32
2021 Q2	$121M	Buy	410,314 +4,076	+1%	+$1.17M	1.01%	41
2021 Q1	$112M	Buy	406,238 +3,512	+0.9%	+$908K	1.01%	44
2020 Q4	$105M	Buy	402,726 +9,316	+2%	+$2.23M	0.99%	47
2020 Q3	$88.9M	Buy	393,410 +2,173	+0.6%	+$498K	0.96%	48
2020 Q2	$84M	Buy	391,237 +8,120	+2%	+$1.54M	1%	48
2020 Q1	$62.5M	Buy	383,117 +5,158	+1%	+$994K	0.95%	57
2019 Q4	$79.6M	Buy	377,959 +2,441	+0.7%	+$476K	0.97%	48
2019 Q3	$72.2M	Buy	375,518 +12,536	+3%	+$2.43M	0.93%	55
2019 Q2	$67.1M	Buy	362,982 +3,100	+0.9%	+$557K	0.85%	62
2019 Q1	$63.3M	Sell	359,882 -3,017	-0.8%	-$474K	0.83%	59
2018 Q4	$51.2M	Buy	362,899 +1,904	+0.5%	+$301K	0.77%	65
2018 Q3	$61.4M	Sell	360,995 -7,101	-2%	-$1.18M	0.79%	62
2018 Q2	$60.2M	Sell	368,096 -3,178	-0.9%	-$494K	0.83%	60
2018 Q1	$57M	Sell	371,274 -9,272	-2%	-$1.47M	0.8%	62
2017 Q4	$58.3M	Sell	380,546 -19,455	-5%	-$2.82M	0.85%	58
2017 Q3	$54M	Sell	400,001 -5,292	-1%	-$690K	0.84%	60
2017 Q2	$50.1M	Sell	405,293 -8,722	-2%	-$1.06M	0.9%	58
2017 Q1	$49.6M	Sell	414,015 -11,229	-3%	-$1.34M	0.95%	62
2016 Q4	$49.8M	Sell	425,244 -24,485	-5%	-$2.91M	1.04%	50
2016 Q3	$54.9M	Sell	449,729 -7,855	-2%	-$895K	1.21%	21
2016 Q2	$51.8M	Sell	457,584 -7,899	-2%	-$916K	1.2%	23
2016 Q1	$53.7M	Sell	465,483 -55	-0%	-$5.65K	1.3%	23
2015 Q4	$48.6M	Buy	465,538 +416,987	+859%	+$44M	1.21%	29
2015 Q3	$4.77M	Buy	48,551 +1,498	+3%	+$149K	0.12%	128
2015 Q2	$4.55M	Buy	47,053 +1,120	+2%	+$107K	0.13%	136
2015 Q1	$4.3M	Buy	45,933 +2,121	+5%	+$189K	0.1%	138
2014 Q4	$3.91M	Buy	43,812 +3,360	+8%	+$279K	0.1%	141
2014 Q3	$3.29M	Buy	40,452 +1,633	+4%	+$131K	0.08%	150
2014 Q2	$3.14M	Buy	38,819 +602	+2%	+$48.3K	0.08%	150
2014 Q1	$3.05M	Sell	38,217 -2,532	-6%	-$208K	0.08%	151
2013 Q4	$3.35M	Buy	40,749 +2,282	+6%	+$173K	0.09%	143
2013 Q3	$2.83M	Sell	38,467 -878,256	-96%	-$65M	0.08%	150
2013 Q2	$66M	Buy	+916,723	New	+$72.8M	1.96%	15

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

Congress Asset Management's ACN Position: Q2 2026 in Review

Congress Asset Management reduced its Accenture (ACN) stake by 2.5% in Q2 2026, selling an estimated $261K and leaving 58,051 shares worth $7.22M. The position accounts for 0.04% of the portfolio, ranked #241.

Congress Asset Management first reported a position in ACN in Q2 2013 and has held it in 53 quarters since. The position peaked at $161M in Q4 2021. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Congress Asset Management held 58,051 shares of Accenture worth $7.22M as of Q2 2026.
Congress Asset Management sold 1,502 Accenture shares in Q2 2026, an estimated $261K.
Accenture made up 0.04% of Congress Asset Management's portfolio in Q2 2026, its #241 holding.
Congress Asset Management first reported a position in Accenture in Q2 2013 and has held it in 53 quarters since.
Congress Asset Management's Accenture position peaked at $161M in Q4 2021.
298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.