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PFG Private Wealth Management’s Accenture ACN Stock Holding History

PFG Private Wealth Management’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
-1,497
Closed -$297K – 76
2026
Q1 		$297K Hold
1,497
– – 0.13% 60
2025
Q4 		$402K Buy
+1,497
New +$380K 0.18% 40
2025
Q3 		– Sell
-1,497
Closed -$447K – 118
2025
Q2 		$447K Sell
1,497
-45
-3% -$13.7K 0.23% 35
2025
Q1 		$481K Buy
1,542
+1,427
+1,241% +$504K 0.26% 29
2024
Q4 		$40.5K Sell
115
-27
-19% -$9.72K 0.02% 99
2024
Q3 		$50.2K Sell
142
-466
-77% -$153K 0.03% 95
2024
Q2 		$184K Buy
608
+28
+5% +$8.58K 0.11% 56
2024
Q1 		$201K Buy
580
+1
+0.2% +$364 0.13% 52
2023
Q4 		$203K Buy
579
+336
+138% +$108K 0.14% 40
2023
Q3 		$74.6K Sell
243
-192
-44% -$60.5K 0.06% 77
2023
Q2 		$134K Buy
435
+1
+0.2% +$291 0.08% 78
2023
Q1 		$124K Sell
434
-3
-0.7% -$818 0.08% 80
2022
Q4 		$117K Sell
437
-3
-0.7% -$830 0.07% 76
2022
Q3 		$113K Hold
440
– – 0.07% 69
2022
Q2 		$122K Hold
440
– – 0.07% 81
2022
Q1 		$148K Buy
440
+298
+210% +$101K 0.08% 71
2021
Q4 		$59K Hold
142
– – 0.03% 153
2021
Q3 		$45K Buy
+142
New +$46.2K 0.03% 147

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
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
Mirae Asset Global Investments
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

PFG Private Wealth Management's ACN Position: Q2 2026 in Review

PFG Private Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,497 shares — an estimated $297K sold.

PFG Private Wealth Management first reported a position in ACN in Q3 2021 and held it in 18 quarters. The position peaked at $481K in Q1 2025. 496 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • PFG Private Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,497 Accenture shares in Q2 2026, an estimated $297K.
  • PFG Private Wealth Management first reported a position in Accenture in Q3 2021 and held it in 18 quarters.
  • PFG Private Wealth Management's Accenture position peaked at $481K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.