Consolidated Planning Corp
ACN icon

Consolidated Planning Corp’s Accenture ACN Stock Holding History

Consolidated Planning Corp’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
Q3 		$252K Buy
+1,374
New +$232K 0.03% 162
2026
Q2 		– Sell
-1,011
Closed -$200K – 160
2026
Q1 		$200K Buy
+1,011
New +$236K 0.03% 142
2025
Q3 		– Sell
-1,461
Closed -$437K – 192
2025
Q2 		$437K Buy
1,461
+517
+55% +$157K 0.05% 143
2025
Q1 		$295K Sell
944
-27
-3% -$9.5K 0.04% 156
2024
Q4 		$342K Hold
971
– – 0.05% 155
2024
Q3 		$343K Sell
971
-264
-21% -$86.8K 0.05% 152
2024
Q2 		$375K Buy
1,235
+264
+27% +$80.9K 0.06% 125
2024
Q1 		$337K Sell
971
-36
-4% -$13.1K 0.06% 127
2023
Q4 		$353K Buy
1,007
+12
+1% +$3.87K 0.07% 116
2023
Q3 		$306K Sell
995
-3
-0.3% -$945 0.07% 122
2023
Q2 		$308K Buy
+998
New +$290K 0.06% 134
2023
Q1 		– Sell
-762
Closed -$203K – 121
2022
Q4 		$203K Buy
+762
New +$211K 0.06% 118
2022
Q3 		– Sell
-725
Closed -$201K – 113
2022
Q2 		$201K Buy
725
+40
+6% +$12K 0.06% 116
2022
Q1 		$231K Sell
685
-64
-9% -$21.6K 0.16% 53
2021
Q4 		$310K Buy
749
+41
+6% +$14.9K 0.2% 45
2021
Q3 		$227K Hold
708
– – 0.15% 53
2021
Q2 		$208K Buy
+708
New +$203K 0.15% 57

Other funds holding ACN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Consolidated Planning Corp's ACN Position: Q3 2026 in Review

Consolidated Planning Corp opened a new position in Accenture (ACN) in Q3 2026: 1,374 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in ACN as recently as Q1 2026.

Consolidated Planning Corp first reported a position in ACN in Q2 2021 and has held it in 17 quarters since. The position peaked at $437K in Q2 2025. 1,357 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Consolidated Planning Corp held 1,374 shares of Accenture worth $252K as of Q3 2026.
  • Accenture was a new Consolidated Planning Corp position in Q3 2026.
  • Accenture made up 0.03% of Consolidated Planning Corp's portfolio in Q3 2026, its #162 holding.
  • Consolidated Planning Corp first reported a position in Accenture in Q2 2021 and has held it in 17 quarters since.
  • Consolidated Planning Corp's Accenture position peaked at $437K in Q2 2025.
  • 1,357 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.