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Discipline Wealth Solutions’s Accenture ACN Stock Holding History

Discipline Wealth Solutions’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
-1,261
Closed -$250K – 198
2026
Q1 		$250K Buy
1,261
+81
+7% +$18.9K 0.03% 170
2025
Q4 		$317K Buy
1,180
+61
+5% +$15.5K 0.06% 131
2025
Q3 		$276K Buy
1,119
+215
+24% +$56.1K 0.07% 131
2025
Q2 		$270K Hold
904
– – 0.1% 82
2025
Q1 		$282K Hold
904
– – 0.13% 65
2024
Q4 		$318K Hold
904
– – 0.15% 66
2024
Q3 		$320K Buy
+904
New +$297K 0.17% 57

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Discipline Wealth Solutions's ACN Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,261 shares — an estimated $250K sold.

Discipline Wealth Solutions first reported a position in ACN in Q3 2024 and held it in 7 quarters. The position peaked at $320K in Q3 2024. 819 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Discipline Wealth Solutions reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 1,261 Accenture shares in Q2 2026, an estimated $250K.
  • Discipline Wealth Solutions first reported a position in Accenture in Q3 2024 and held it in 7 quarters.
  • Discipline Wealth Solutions's Accenture position peaked at $320K in Q3 2024.
  • 819 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.