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Physician Wealth Advisors’s Accenture ACN Stock Holding History

Physician Wealth 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 		$35K Buy
282
+43
+18% +$7.46K ﹤0.01% 523
2026
Q1 		$47.5K Sell
239
-100
-29% -$23.3K 0.01% 414
2025
Q4 		$91.1K Buy
339
+147
+77% +$37.3K 0.01% 289
2025
Q3 		$47.4K Buy
192
+146
+317% +$38.1K 0.01% 386
2025
Q2 		$13.8K Sell
46
-5
-10% -$1.52K ﹤0.01% 589
2025
Q1 		$16K Sell
51
-12
-19% -$4.24K ﹤0.01% 526
2024
Q4 		$22.2K Buy
+63
New +$22.7K ﹤0.01% 482

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Physician Wealth Advisors's ACN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Accenture (ACN) stake by 18% in Q2 2026, buying an estimated $7.46K and bringing the position to 282 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Physician Wealth Advisors first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.1K in Q4 2025. 427 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Physician Wealth Advisors held 282 shares of Accenture worth $35K as of Q2 2026.
  • Physician Wealth Advisors bought 43 Accenture shares in Q2 2026, an estimated $7.46K.
  • Accenture made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #523 holding.
  • Physician Wealth Advisors first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Accenture position peaked at $91.1K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.