Cooper Financial Group
ACN icon

Cooper Financial Group’s Accenture ACN Stock Holding History

Cooper 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
Q3 		$333K Buy
+1,817
New +$307K 0.03% 324
2026
Q2 		– Sell
-1,104
Closed -$219K – 452
2026
Q1 		$219K Sell
1,104
-1,127
-51% -$263K 0.02% 397
2025
Q4 		$599K Buy
2,231
+288
+15% +$73.2K 0.06% 216
2025
Q3 		$479K Buy
1,943
+776
+66% +$202K 0.05% 243
2025
Q2 		$349K Sell
1,167
-651
-36% -$198K 0.04% 278
2025
Q1 		$567K Buy
1,818
+163
+10% +$57.6K 0.07% 223
2024
Q4 		$582K Buy
1,655
+769
+87% +$277K 0.07% 220
2024
Q3 		$313K Buy
886
+136
+18% +$44.7K 0.04% 306
2024
Q2 		$228K Buy
750
+2
+0.3% +$613 0.03% 349
2024
Q1 		$259K Buy
748
+48
+7% +$17.5K 0.04% 305
2023
Q4 		$246K Sell
700
-60
-8% -$19.3K 0.04% 305
2023
Q3 		$233K Buy
760
+65
+9% +$20.5K 0.06% 291
2023
Q2 		$215K Buy
+695
New +$202K 0.05% 294

Other funds holding ACN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 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
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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cooper Financial Group's ACN Position: Q3 2026 in Review

Cooper Financial Group opened a new position in Accenture (ACN) in Q3 2026: 1,817 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in ACN as recently as Q1 2026.

Cooper Financial Group first reported a position in ACN in Q2 2023 and has held it in 13 quarters since. The position peaked at $599K in Q4 2025. 1,162 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Cooper Financial Group held 1,817 shares of Accenture worth $333K as of Q3 2026.
  • Accenture was a new Cooper Financial Group position in Q3 2026.
  • Accenture made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #324 holding.
  • Cooper Financial Group first reported a position in Accenture in Q2 2023 and has held it in 13 quarters since.
  • Cooper Financial Group's Accenture position peaked at $599K in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.