CPC
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
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% -$9.54K 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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Consolidated Planning Corp's ACN Position: Q2 2026 in Review

Consolidated Planning Corp sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,011 shares — an estimated $200K sold.

Consolidated Planning Corp first reported a position in ACN in Q2 2021 and held it in 16 quarters. The position peaked at $437K in Q2 2025. 723 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Consolidated Planning Corp reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,011 Accenture shares in Q2 2026, an estimated $200K.
  • Consolidated Planning Corp first reported a position in Accenture in Q2 2021 and held it in 16 quarters.
  • Consolidated Planning Corp's Accenture position peaked at $437K in Q2 2025.
  • 723 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.