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Martel Wealth Advisors’s Accenture ACN Stock Holding History

Martel Wealth Advisors’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
-2,000
Closed -$397K – 62
2026
Q1 		$397K Hold
2,000
– – 0.07% 53
2025
Q4 		$537K Hold
2,000
– – 0.09% 44
2025
Q3 		$493K Hold
2,000
– – 0.09% 45
2025
Q2 		$598K Hold
2,000
– – 0.11% 39
2025
Q1 		$624K Hold
2,000
– – 0.12% 37
2024
Q4 		$704K Buy
+2,000
New +$720K 0.14% 36

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

Martel Wealth Advisors's ACN Position: Q2 2026 in Review

Martel Wealth Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 2,000 shares — an estimated $397K sold.

Martel Wealth Advisors first reported a position in ACN in Q4 2024 and held it in 6 quarters. The position peaked at $704K in Q4 2024. 298 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Martel Wealth Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,000 Accenture shares in Q2 2026, an estimated $397K.
  • Martel Wealth Advisors first reported a position in Accenture in Q4 2024 and held it in 6 quarters.
  • Martel Wealth Advisors's Accenture position peaked at $704K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.