PWP
ACN icon

Phillips Wealth Planners’s Accenture ACN Stock Holding History

Phillips Wealth Planners’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 		$233K Sell
1,639
-1,226
-43% -$213K 0.17% 194
2026
Q1 		$494K Sell
2,865
-131
-4% -$30.5K 0.37% 85
2025
Q4 		$841K Sell
2,996
-1,334
-31% -$339K 0.67% 44
2025
Q3 		$1.07M Sell
4,330
-433
-9% -$113K 0.89% 27
2025
Q2 		$1.44M Buy
4,763
+1,144
+32% +$348K 1.31% 7
2025
Q1 		$1.03M Buy
3,619
+215
+6% +$75.9K 1.09% 20
2024
Q4 		$1.19M Buy
3,404
+249
+8% +$89.6K 1.19% 18
2024
Q3 		$1.17M Buy
3,155
+5
+0.2% +$1.64K 1.13% 19
2024
Q2 		$931K Buy
3,150
+663
+27% +$203K 0.98% 25
2024
Q1 		$781K Sell
2,487
-400
-14% -$146K 0.9% 25
2023
Q4 		$1.04M Buy
2,887
+477
+20% +$154K 1.25% 19
2023
Q3 		$730K Buy
2,410
+50
+2% +$15.8K 0.99% 28
2023
Q2 		$728K Buy
2,360
+119
+5% +$34.6K 0.96% 30
2023
Q1 		$626K Buy
+2,241
New +$611K 0.83% 39

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
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

Phillips Wealth Planners's ACN Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Accenture (ACN) stake by 43% in Q2 2026, selling an estimated $213K and leaving 1,639 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #194.

Phillips Wealth Planners first reported a position in ACN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.44M in Q2 2025. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Phillips Wealth Planners held 1,639 shares of Accenture worth $233K as of Q2 2026.
  • Phillips Wealth Planners sold 1,226 Accenture shares in Q2 2026, an estimated $213K.
  • Accenture made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #194 holding.
  • Phillips Wealth Planners first reported a position in Accenture in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Accenture position peaked at $1.44M in Q2 2025.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.