GA
ACN icon

GoalVest Advisory’s Accenture ACN Stock Holding History

GoalVest Advisory’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 		$18.3K Sell
147
-76
-34% -$13.2K ﹤0.01% 311
2026
Q1 		$44.2K Sell
223
-35
-14% -$8.15K 0.01% 240
2025
Q4 		$69.2K Buy
258
+47
+22% +$11.9K 0.01% 209
2025
Q3 		$52K Buy
211
+100
+90% +$26.1K 0.01% 219
2025
Q2 		$33.2K Buy
111
+22
+25% +$6.7K 0.01% 236
2025
Q1 		$27.8K Sell
89
-42
-32% -$14.8K 0.01% 222
2024
Q4 		$46.1K Buy
131
+10
+8% +$3.6K 0.01% 192
2024
Q3 		$42.8K Hold
121
– – 0.01% 202
2024
Q2 		$36.7K Sell
121
-70
-37% -$21.4K 0.01% 194
2024
Q1 		$66.2K Sell
191
-6
-3% -$2.19K 0.02% 176
2023
Q4 		$69.1K Sell
197
-203
-51% -$65.4K 0.03% 116
2023
Q3 		$123K Buy
400
+87
+28% +$27.4K 0.06% 91
2023
Q2 		$96.6K Buy
313
+309
+7,725% +$89.8K 0.05% 99
2023
Q1 		$1.14K Hold
4
– – ﹤0.01% 234
2022
Q4 		$1.07K Hold
4
– – ﹤0.01% 232
2022
Q3 		$1K Hold
4
– – ﹤0.01% 235
2022
Q2 		$1K Sell
4
-40
-91% -$12K ﹤0.01% 285
2022
Q1 		$15K Buy
+44
New +$14.8K 0.01% 211

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

GoalVest Advisory's ACN Position: Q2 2026 in Review

GoalVest Advisory reduced its Accenture (ACN) stake by 34% in Q2 2026, selling an estimated $13.2K and leaving 147 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

GoalVest Advisory first reported a position in ACN in Q1 2022 and has held it in 18 quarters since. The position peaked at $123K in Q3 2023. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • GoalVest Advisory held 147 shares of Accenture worth $18.3K as of Q2 2026.
  • GoalVest Advisory sold 76 Accenture shares in Q2 2026, an estimated $13.2K.
  • Accenture made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #311 holding.
  • GoalVest Advisory first reported a position in Accenture in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Accenture position peaked at $123K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.