Moisand Fitzgerald Tamayo’s Accenture ACN Stock Holding History

Moisand Fitzgerald Tamayo’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	$119K	Sell	957 -18	-2%	-$3.13K	0.01%	150
2026 Q1	$193K	Hold	975	–	–	0.02%	119
2025 Q4	$262K	Hold	975	–	–	0.03%	103
2025 Q3	$240K	Hold	975	–	–	0.03%	108
2025 Q2	$291K	Hold	975	–	–	0.04%	94
2025 Q1	$304K	Hold	975	–	–	0.04%	93
2024 Q4	$343K	Hold	975	–	–	0.05%	85
2024 Q3	$345K	Hold	975	–	–	0.05%	84
2024 Q2	$296K	Hold	975	–	–	0.04%	88
2024 Q1	$338K	Sell	975 -90	-8%	-$32.8K	0.05%	83
2023 Q4	$374K	Buy	1,065 +8	+0.8%	+$2.58K	0.06%	79
2023 Q3	$325K	Hold	1,057	–	–	0.07%	81
2023 Q2	$326K	Hold	1,057	–	–	0.07%	81
2023 Q1	$302K	Hold	1,057	–	–	0.06%	84
2022 Q4	$282K	Buy	1,057 +18	+2%	+$4.98K	0.06%	85
2022 Q3	$267K	Sell	1,039 -6	-0.6%	-$1.73K	0.07%	81
2022 Q2	$290K	Buy	1,045 +1,030	+6,867%	+$309K	0.08%	81
2022 Q1	$5K	Buy	+15	New	+$5.06K	﹤0.01%	247
2021 Q4	–	Sell	-85	Closed	-$27K	–	377
2021 Q3	$27K	Hold	85	–	–	0.01%	181
2021 Q2	$25K	Buy	+85	New	+$24.3K	0.01%	191
2021 Q1	–	Sell	-8	Closed	-$2K	–	346
2020 Q4	$2K	Buy	+8	New	+$1.92K	﹤0.01%	295

Other funds holding ACN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Moisand Fitzgerald Tamayo's ACN Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Accenture (ACN) stake by 1.8% in Q2 2026, selling an estimated $3.13K and leaving 957 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #150.

Moisand Fitzgerald Tamayo first reported a position in ACN in Q4 2020 and has held it in 21 quarters since. The position peaked at $374K in Q4 2023. 460 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Moisand Fitzgerald Tamayo held 957 shares of Accenture worth $119K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 18 Accenture shares in Q2 2026, an estimated $3.13K.
Accenture made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #150 holding.
Moisand Fitzgerald Tamayo first reported a position in Accenture in Q4 2020 and has held it in 21 quarters since.
Moisand Fitzgerald Tamayo's Accenture position peaked at $374K in Q4 2023.
460 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.