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Pinnacle Wealth Planning Services’s Accenture ACN Stock Holding History

Pinnacle Wealth Planning Services’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 		$283K Sell
2,278
-1,153
-34% -$200K 0.03% 398
2026
Q1 		$680K Sell
3,431
-133
-4% -$31K 0.07% 159
2025
Q4 		$956K Buy
3,564
+138
+4% +$35.1K 0.1% 102
2025
Q3 		$845K Sell
3,426
-571
-14% -$149K 0.1% 122
2025
Q2 		$1.19M Buy
3,997
+377
+10% +$115K 0.16% 82
2025
Q1 		$1.13M Sell
3,620
-3
-0.1% -$1.06K 0.17% 73
2024
Q4 		$1.27M Sell
3,623
-989
-21% -$356K 0.19% 64
2024
Q3 		$1.63M Buy
4,612
+11
+0.2% +$3.62K 0.22% 60
2024
Q2 		$1.4M Sell
4,601
-318
-6% -$97.4K 0.2% 70
2024
Q1 		$1.7M Buy
4,919
+126
+3% +$45.9K 0.25% 58
2023
Q4 		$1.68M Buy
4,793
+96
+2% +$30.9K 0.26% 58
2023
Q3 		$1.44M Buy
4,697
+162
+4% +$51K 0.24% 60
2023
Q2 		$1.4M Buy
4,535
+32
+0.7% +$9.3K 0.23% 65
2023
Q1 		$1.29M Sell
4,503
-732
-14% -$200K 0.21% 71
2022
Q4 		$1.4M Buy
5,235
+1,201
+30% +$332K 0.25% 62
2022
Q3 		$1.04M Sell
4,034
-1,096
-21% -$317K 0.19% 76
2022
Q2 		$1.42M Buy
5,130
+35
+0.7% +$10.5K 0.26% 63
2022
Q1 		$1.72M Buy
5,095
+1,111
+28% +$375K 0.31% 56
2021
Q4 		$1.65M Buy
3,984
+4
+0.1% +$1.46K 0.32% 61
2021
Q3 		$1.27M Buy
3,980
+14
+0.4% +$4.55K 0.28% 65
2021
Q2 		$1.17M Sell
3,966
-443
-10% -$127K 0.27% 64
2021
Q1 		$1.22M Buy
4,409
+427
+11% +$110K 0.31% 64
2020
Q4 		$1.04M Buy
3,982
+536
+16% +$128K 0.25% 60
2020
Q3 		$778K Sell
3,446
-149
-4% -$34.1K 0.26% 72
2020
Q2 		$772K Sell
3,595
-232
-6% -$43.9K 0.25% 71
2020
Q1 		$624K Sell
3,827
-493
-11% -$95K 0.3% 70
2019
Q4 		$909K Buy
4,320
+152
+4% +$29.6K 0.43% 51
2019
Q3 		$801K Buy
4,168
+534
+15% +$103K 0.44% 47
2019
Q2 		$671K Buy
3,634
+346
+11% +$62.1K 0.4% 47
2019
Q1 		$578K Buy
+3,288
New +$517K 0.39% 48

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

Pinnacle Wealth Planning Services's ACN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Accenture (ACN) stake by 34% in Q2 2026, selling an estimated $200K and leaving 2,278 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #398.

Pinnacle Wealth Planning Services first reported a position in ACN in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.72M in Q1 2022. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,278 shares of Accenture worth $283K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,153 Accenture shares in Q2 2026, an estimated $200K.
  • Accenture made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #398 holding.
  • Pinnacle Wealth Planning Services first reported a position in Accenture in Q1 2019 and has held it in 30 quarters since.
  • Pinnacle Wealth Planning Services's Accenture position peaked at $1.72M in Q1 2022.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.