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Dynamic Advisor Solutions’s Accenture ACN Stock Holding History

Dynamic Advisor 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 		$2.42M Buy
19,455
+8,169
+72% +$1.42M 0.07% 284
2026
Q1 		$2.24M Buy
11,286
+4,322
+62% +$1.01M 0.07% 286
2025
Q4 		$1.87M Sell
6,964
-760
-10% -$193K 0.06% 309
2025
Q3 		$1.9M Sell
7,724
-412
-5% -$107K 0.06% 331
2025
Q2 		$2.43M Sell
8,136
-13,705
-63% -$4.17M 0.08% 265
2025
Q1 		$6.82M Sell
21,841
-16
-0.1% -$5.65K 0.22% 108
2024
Q4 		$7.69M Sell
21,857
-815
-4% -$293K 0.33% 73
2024
Q3 		$8.01M Sell
22,672
-376
-2% -$124K 0.24% 100
2024
Q2 		$6.99M Buy
23,048
+1,805
+8% +$553K 0.22% 108
2024
Q1 		$7.36M Buy
21,243
+1,831
+9% +$667K 0.25% 99
2023
Q4 		$6.53M Buy
19,412
+9,841
+103% +$3.17M 0.24% 108
2023
Q3 		$2.94M Buy
9,571
+206
+2% +$64.9K 0.14% 178
2023
Q2 		$2.89M Sell
9,365
-1,812
-16% -$527K 0.15% 172
2023
Q1 		$3.19M Buy
11,177
+4,189
+60% +$1.14M 0.19% 148
2022
Q4 		$1.86M Buy
6,988
+561
+9% +$155K 0.13% 187
2022
Q3 		$1.65M Buy
6,427
+106
+2% +$30.6K 0.13% 180
2022
Q2 		$1.75M Sell
6,321
-143
-2% -$43K 0.13% 169
2022
Q1 		$2.18M Buy
6,464
+137
+2% +$46.2K 0.15% 152
2021
Q4 		$2.62M Buy
6,327
+88
+1% +$32.1K 0.19% 127
2021
Q3 		$2M Sell
6,239
-316
-5% -$103K 0.15% 169
2021
Q2 		$1.93M Buy
6,555
+165
+3% +$47.2K 0.15% 162
2021
Q1 		$1.76M Sell
6,390
-5,733
-47% -$1.48M 0.16% 156
2020
Q4 		$3.17M Sell
12,123
-1,343
-10% -$322K 0.3% 93
2020
Q3 		$3.04M Sell
13,466
-42
-0.3% -$9.62K 0.35% 78
2020
Q2 		$2.9M Sell
13,508
-41
-0.3% -$7.75K 0.39% 65
2020
Q1 		$2.21M Sell
13,549
-662
-5% -$128K 0.4% 60
2019
Q4 		$2.99M Sell
14,211
-1,776
-11% -$346K 0.41% 64
2019
Q3 		$3.08M Sell
15,987
-280
-2% -$54.2K 0.48% 57
2019
Q2 		$3.01M Buy
16,267
+123
+0.8% +$22.1K 0.48% 53
2019
Q1 		$2.84M Sell
16,144
-259
-2% -$40.7K 0.54% 48
2018
Q4 		$2.49M Sell
16,403
-3,201
-16% -$506K 0.53% 51
2018
Q3 		$3.34M Buy
19,604
+421
+2% +$70.1K 0.69% 38
2018
Q2 		$3.14M Buy
19,183
+6,543
+52% +$1.02M 0.71% 31
2018
Q1 		$1.94M Buy
12,640
+2,134
+20% +$338K 0.5% 56
2017
Q4 		$1.61M Buy
10,506
+297
+3% +$43K 0.53% 68
2017
Q3 		$1.38M Sell
10,209
-78
-0.8% -$10.2K 0.55% 60
2017
Q2 		$1.27M Buy
10,287
+65
+0.6% +$7.92K 0.49% 67
2017
Q1 		$1.23M Sell
10,222
-4,698
-31% -$561K 0.48% 65
2016
Q4 		$1.75M Sell
14,920
-148
-1% -$17.6K 0.7% 40
2016
Q3 		$1.84M Buy
15,068
+4,614
+44% +$525K 0.7% 38
2016
Q2 		$1.18M Sell
10,454
-88
-0.8% -$10.2K 0.48% 62
2016
Q1 		$1.22M Buy
10,542
+20
+0.2% +$2.05K 0.52% 57
2015
Q4 		$1.1M Buy
10,522
+1,332
+14% +$141K 0.45% 63
2015
Q3 		$903K Buy
9,190
+328
+4% +$32.5K 0.46% 61
2015
Q2 		$858K Buy
8,862
+736
+9% +$70.3K 0.5% 60
2015
Q1 		$761K Buy
8,126
+450
+6% +$40.2K 0.38% 77
2014
Q4 		$686K Buy
7,676
+166
+2% +$13.8K 0.37% 80
2014
Q3 		$611K Sell
7,510
-2,333
-24% -$187K 0.33% 84
2014
Q2 		$796K Buy
9,843
+2,724
+38% +$219K 0.48% 63
2014
Q1 		$568K Buy
7,119
+311
+5% +$25.5K 0.39% 85
2013
Q4 		$559K Buy
+6,808
New +$515K 0.41% 81

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Dynamic Advisor Solutions's ACN Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Accenture (ACN) stake by 72% in Q2 2026, buying an estimated $1.42M and bringing the position to 19,455 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #284.

Dynamic Advisor Solutions first reported a position in ACN in Q4 2013 and has held it in 51 quarters since. The position peaked at $8.01M in Q3 2024. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Dynamic Advisor Solutions held 19,455 shares of Accenture worth $2.42M as of Q2 2026.
  • Dynamic Advisor Solutions bought 8,169 Accenture shares in Q2 2026, an estimated $1.42M.
  • Accenture made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #284 holding.
  • Dynamic Advisor Solutions first reported a position in Accenture in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's Accenture position peaked at $8.01M in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.