GWM
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GoalFusion Wealth Management’s Accenture ACN Stock Holding History

GoalFusion 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
-1,260
Closed -$250K – 33
2026
Q1 		$250K Hold
1,260
– – 0.11% 24
2025
Q4 		$338K Hold
1,260
– – 0.16% 23
2025
Q3 		$311K Hold
1,260
– – 0.15% 23
2025
Q2 		$377K Hold
1,260
– – 0.19% 20
2025
Q1 		$393K Hold
1,260
– – 0.22% 17
2024
Q4 		$443K Hold
1,260
– – 0.24% 18
2024
Q3 		$445K Hold
1,260
– – 0.25% 18
2024
Q2 		$382K Hold
1,260
– – 0.24% 19
2024
Q1 		$437K Sell
1,260
-100
-7% -$36.4K 0.28% 20
2023
Q4 		$477K Sell
1,360
-100
-7% -$32.2K 0.33% 16
2023
Q3 		$448K Hold
1,460
– – 0.33% 18
2023
Q2 		$451K Buy
+1,460
New +$424K 0.33% 17

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

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

GoalFusion Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,260 shares — an estimated $250K sold.

GoalFusion Wealth Management first reported a position in ACN in Q2 2023 and held it in 12 quarters. The position peaked at $477K in Q4 2023. 352 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • GoalFusion Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • GoalFusion Wealth Management sold 1,260 Accenture shares in Q2 2026, an estimated $250K.
  • GoalFusion Wealth Management first reported a position in Accenture in Q2 2023 and held it in 12 quarters.
  • GoalFusion Wealth Management's Accenture position peaked at $477K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.