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Larry Mathis Financial Planning’s Accenture ACN Stock Holding History

Larry Mathis 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 		$287M Buy
+2,307
New +$401K 0.23% 108

Other funds holding ACN

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Larry Mathis Financial Planning's ACN Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Accenture (ACN) in Q2 2026: 2,307 shares worth $287M. The stake represents 0.23% of the portfolio and ranks #108 among its holdings.

298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Larry Mathis Financial Planning held 2,307 shares of Accenture worth $287M as of Q2 2026.
  • Accenture was a new Larry Mathis Financial Planning position in Q2 2026.
  • Accenture made up 0.23% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #108 holding.
  • 298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.