PFW Advisors’s Accenture ACN Stock Holding History

PFW 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	$1.26M	Buy	10,107 +1,441	+17%	+$250K	0.37%	51
2026 Q1	$1.72M	Buy	8,666 +919	+12%	+$214K	0.54%	40
2025 Q4	$2.08M	Sell	7,747 -39	-0.5%	-$9.91K	0.63%	35
2025 Q3	$1.92M	Buy	7,786 +198	+3%	+$51.6K	0.57%	39
2025 Q2	$2.27M	Sell	7,588 -607	-7%	-$185K	0.7%	33
2025 Q1	$2.56M	Sell	8,195 -54	-0.7%	-$19.1K	0.8%	29
2024 Q4	$2.9M	Buy	+8,249	New	+$2.97M	0.89%	22
2024 Q2	$2.5M	Sell	8,247 -232	-3%	-$71.1K	0.8%	25
2024 Q1	$2.94M	Sell	8,479 -4	-0%	-$1.46K	0.9%	22
2023 Q4	$2.98M	Buy	8,483 +14	+0.2%	+$4.51K	0.95%	20
2023 Q3	$2.6M	Buy	8,469 +10	+0.1%	+$3.15K	0.92%	19
2023 Q2	$2.61M	Buy	+8,459	New	+$2.46M	0.87%	19
2019 Q3	$2.9M	Buy	+8,200	New	+$1.59M	0.88%	21

Other funds holding ACN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PFW Advisors's ACN Position: Q2 2026 in Review

PFW Advisors increased its Accenture (ACN) stake by 17% in Q2 2026, buying an estimated $250K and bringing the position to 10,107 shares worth $1.26M. The position accounts for 0.37% of the portfolio, ranked #51.

PFW Advisors first reported a position in ACN in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.98M in Q4 2023. 376 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

PFW Advisors held 10,107 shares of Accenture worth $1.26M as of Q2 2026.
PFW Advisors bought 1,441 Accenture shares in Q2 2026, an estimated $250K.
Accenture made up 0.37% of PFW Advisors's portfolio in Q2 2026, its #51 holding.
PFW Advisors first reported a position in Accenture in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Accenture position peaked at $2.98M in Q4 2023.
376 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

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