FWM
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Forza Wealth Management’s Accenture ACN Stock Holding History

Forza Wealth 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
-3,665
Closed -$727K – 195
2026
Q1 		$727K Buy
3,665
+112
+3% +$26.1K 0.25% 94
2025
Q4 		$953K Buy
3,553
+236
+7% +$60K 0.34% 72
2025
Q3 		$818K Sell
3,317
-237
-7% -$61.8K 0.31% 78
2025
Q2 		$1.06M Buy
3,554
+201
+6% +$61.2K 0.44% 54
2025
Q1 		$1.05M Buy
3,353
+10
+0.3% +$3.53K 0.47% 52
2024
Q4 		$1.18M Buy
3,343
+1,128
+51% +$406K 0.54% 45
2024
Q3 		$783K Buy
2,215
+265
+14% +$87.1K 0.36% 73
2024
Q2 		$592K Sell
1,950
-40
-2% -$12.3K 0.31% 89
2024
Q1 		$690K Sell
1,990
-75
-4% -$27.3K 0.36% 77
2023
Q4 		$725K Sell
2,065
-50
-2% -$16.1K 0.4% 71
2023
Q3 		$650K Hold
2,115
– – 0.34% 92
2023
Q2 		$653K Sell
2,115
-33
-2% -$9.59K 0.33% 92
2023
Q1 		$614K Buy
2,148
+538
+33% +$147K 0.32% 95
2022
Q4 		$430K Buy
+1,610
New +$445K 0.29% 95

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

Forza Wealth Management's ACN Position: Q2 2026 in Review

Forza Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 3,665 shares — an estimated $727K sold.

Forza Wealth Management first reported a position in ACN in Q4 2022 and held it in 14 quarters. The position peaked at $1.18M in Q4 2024. 355 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Forza Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Forza Wealth Management sold 3,665 Accenture shares in Q2 2026, an estimated $727K.
  • Forza Wealth Management first reported a position in Accenture in Q4 2022 and held it in 14 quarters.
  • Forza Wealth Management's Accenture position peaked at $1.18M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.