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Peak Retirement Planning’s Accenture ACN Stock Holding History

Peak Retirement 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 		$2.18M Buy
17,495
+6,404
+58% +$1.11M 0.34% 75
2026
Q1 		$2.2M Buy
11,091
+3,769
+51% +$878K 0.44% 70
2025
Q4 		$1.96M Buy
+7,322
New +$1.86M 0.46% 72

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $751B AUM 15.65% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Retirement Planning's ACN Position: Q2 2026 in Review

Peak Retirement Planning increased its Accenture (ACN) stake by 58% in Q2 2026, buying an estimated $1.11M and bringing the position to 17,495 shares worth $2.18M. The position accounts for 0.34% of the portfolio, ranked #75.

Peak Retirement Planning first reported a position in ACN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.2M in Q1 2026. 1,698 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Peak Retirement Planning held 17,495 shares of Accenture worth $2.18M as of Q2 2026.
  • Peak Retirement Planning bought 6,404 Accenture shares in Q2 2026, an estimated $1.11M.
  • Accenture made up 0.34% of Peak Retirement Planning's portfolio in Q2 2026, its #75 holding.
  • Peak Retirement Planning first reported a position in Accenture in Q4 2025 and has held it in 3 quarters since.
  • Peak Retirement Planning's Accenture position peaked at $2.2M in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.