Financial Life Planners’s Accenture ACN Stock Holding History

Financial Life Planners’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	$42.8K	Sell	344 -37	-10%	-$6.42K	0.03%	134
2026 Q1	$75.6K	Buy	+381	New	+$88.8K	0.06%	93
2025 Q4	–	Sell	-380	Closed	-$93.8K	–	65
2025 Q3	$93.8K	Buy	+380	New	+$99.1K	0.06%	92
2025 Q2	–	Sell	-505	Closed	-$157K	–	55
2025 Q1	$157K	Sell	505 -4	-0.8%	-$1.41K	0.15%	58
2024 Q4	$179K	Buy	+509	New	+$183K	0.15%	53

Other funds holding ACN

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Financial Life Planners's ACN Position: Q2 2026 in Review

Financial Life Planners reduced its Accenture (ACN) stake by 9.7% in Q2 2026, selling an estimated $6.42K and leaving 344 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #134.

Financial Life Planners first reported a position in ACN in Q4 2024 and has held it in 5 quarters since. The position peaked at $179K in Q4 2024. 818 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Financial Life Planners held 344 shares of Accenture worth $42.8K as of Q2 2026.
Financial Life Planners sold 37 Accenture shares in Q2 2026, an estimated $6.42K.
Accenture made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #134 holding.
Financial Life Planners first reported a position in Accenture in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's Accenture position peaked at $179K in Q4 2024.
818 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.