Peak Planning Group’s Accenture ACN Stock Holding History

Peak Planning Group’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
2025 Q2	–	Sell	-670	Closed	-$209K	–	92
2025 Q1	$209K	Buy	670 +12	+2%	+$4.24K	0.09%	114
2024 Q4	$231K	Buy	658 +29	+5%	+$10.4K	0.1%	106
2024 Q3	$222K	Buy	+629	New	+$207K	0.1%	104
2024 Q2	–	Sell	-618	Closed	-$214K	–	106
2024 Q1	$214K	Hold	618	–	–	0.13%	73
2023 Q4	$217K	Buy	+618	New	+$199K	0.16%	67
2021 Q4	$256K	Buy	+618	New	+$225K	0.19%	71

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Peak Planning Group's ACN Position: Q2 2025 in Review

Peak Planning Group sold out of Accenture (ACN) in Q2 2025, closing a stake of 670 shares — an estimated $209K sold.

Peak Planning Group first reported a position in ACN in Q4 2021 and held it in 6 quarters. The position peaked at $256K in Q4 2021. 2,374 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

Peak Planning Group reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
Peak Planning Group sold 670 Accenture shares in Q2 2025, an estimated $209K.
Peak Planning Group first reported a position in Accenture in Q4 2021 and held it in 6 quarters.
Peak Planning Group's Accenture position peaked at $256K in Q4 2021.
2,374 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.