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Cypress Advisory Group’s Accenture ACN Stock Holding History

Cypress Advisory 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 		$1.73M Buy
13,867
+1,892
+16% +$328K 1.34% 19
2026
Q1 		$2.37M Buy
11,975
+115
+1% +$26.8K 1.81% 15
2025
Q4 		$3.18M Buy
11,860
+845
+8% +$215K 2.34% 11
2025
Q3 		$2.72M Buy
11,015
+955
+9% +$249K 2.01% 13
2025
Q2 		$3.01M Buy
10,060
+2,786
+38% +$849K 2.33% 10
2025
Q1 		$2.27M Hold
7,274
– – 2.07% 13
2024
Q4 		$2.56M Buy
+7,274
New +$2.62M 2.35% 10

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cypress Advisory Group's ACN Position: Q2 2026 in Review

Cypress Advisory Group increased its Accenture (ACN) stake by 16% in Q2 2026, buying an estimated $328K and bringing the position to 13,867 shares worth $1.73M. The position accounts for 1.34% of the portfolio, ranked #19.

Cypress Advisory Group first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q4 2025. 402 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Cypress Advisory Group held 13,867 shares of Accenture worth $1.73M as of Q2 2026.
  • Cypress Advisory Group bought 1,892 Accenture shares in Q2 2026, an estimated $328K.
  • Accenture made up 1.34% of Cypress Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Cypress Advisory Group first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's Accenture position peaked at $3.18M in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.