FFM
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Forum Financial Management’s Accenture ACN Stock Holding History

Forum Financial Management’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
-1,568
Closed -$311K – 353
2026
Q1 		$311K Sell
1,568
-3,659
-70% -$853K ﹤0.01% 256
2025
Q4 		$1.4M Sell
5,227
-1,004
-16% -$255K 0.02% 186
2025
Q3 		$1.54M Buy
6,231
+1,065
+21% +$278K 0.02% 164
2025
Q2 		$1.54M Buy
5,166
+434
+9% +$132K 0.02% 155
2025
Q1 		$1.48M Buy
4,732
+86
+2% +$30.4K 0.02% 159
2024
Q4 		$1.63M Buy
4,646
+127
+3% +$45.7K 0.03% 142
2024
Q3 		$1.6M Sell
4,519
-161
-3% -$52.9K 0.03% 134
2024
Q2 		$1.42M Sell
4,680
-137
-3% -$42K 0.03% 137
2024
Q1 		$1.67M Buy
4,817
+673
+16% +$245K 0.03% 134
2023
Q4 		$1.45M Sell
4,144
-246
-6% -$79.3K 0.03% 125
2023
Q3 		$1.35M Buy
4,390
+59
+1% +$18.6K 0.03% 122
2023
Q2 		$1.34M Sell
4,331
-20
-0.5% -$5.81K 0.03% 125
2023
Q1 		$1.24M Buy
4,351
+470
+12% +$128K 0.04% 123
2022
Q4 		$1.04M Buy
3,881
+5
+0.1% +$1.38K 0.03% 130
2022
Q3 		$997K Buy
3,876
+40
+1% +$11.6K 0.05% 114
2022
Q2 		$1.06M Buy
3,836
+226
+6% +$67.9K 0.05% 117
2022
Q1 		$1.22M Sell
3,610
-54
-1% -$18.2K 0.06% 102
2021
Q4 		$1.52M Buy
+3,664
New +$1.34M 0.08% 80

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Forum Financial Management's ACN Position: Q2 2026 in Review

Forum Financial Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,568 shares — an estimated $311K sold.

Forum Financial Management first reported a position in ACN in Q4 2021 and held it in 18 quarters. The position peaked at $1.67M in Q1 2024. 734 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Forum Financial Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,568 Accenture shares in Q2 2026, an estimated $311K.
  • Forum Financial Management first reported a position in Accenture in Q4 2021 and held it in 18 quarters.
  • Forum Financial Management's Accenture position peaked at $1.67M in Q1 2024.
  • 734 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.