Keystone Financial Planning’s Accenture ACN Stock Holding History

Keystone Financial Planning’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	-1,085	Closed	-$215K	–	40
2026 Q1	$215K	Hold	1,085	–	–	0.06%	40
2025 Q4	$291K	Hold	1,085	–	–	0.08%	42
2025 Q3	$267K	Hold	1,085	–	–	0.08%	45
2025 Q2	$324K	Hold	1,085	–	–	0.1%	41
2025 Q1	$338K	Hold	1,085	–	–	0.1%	43
2024 Q4	$382K	Hold	1,085	–	–	0.12%	43
2024 Q3	$383K	Hold	1,085	–	–	0.12%	42
2024 Q2	$329K	Hold	1,085	–	–	0.11%	44
2024 Q1	$376K	Hold	1,085	–	–	0.12%	45
2023 Q4	$381K	Hold	1,085	–	–	0.13%	44
2023 Q3	$333K	Buy	1,085 +4	+0.4%	+$1.26K	0.12%	44
2023 Q2	$334K	Buy	+1,081	New	+$314K	0.11%	43
2021 Q3	–	Sell	-1,053	Closed	-$310K	–	46
2021 Q2	$310K	Buy	+1,053	New	+$302K	0.11%	43

Other funds holding ACN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

Keystone Financial Planning's ACN Position: Q2 2026 in Review

Keystone Financial Planning sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,085 shares — an estimated $215K sold.

Keystone Financial Planning first reported a position in ACN in Q2 2021 and held it in 13 quarters. The position peaked at $383K in Q3 2024. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Keystone Financial Planning reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
Keystone Financial Planning sold 1,085 Accenture shares in Q2 2026, an estimated $215K.
Keystone Financial Planning first reported a position in Accenture in Q2 2021 and held it in 13 quarters.
Keystone Financial Planning's Accenture position peaked at $383K in Q3 2024.
298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.