Plan A Wealth’s Accenture ACN Stock Holding History

Plan A Wealth’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 Q3	$480K	Buy	2,615 +96	+4%	+$16.2K	0.17%	88
2026 Q2	$313K	Buy	2,519 +450	+22%	+$78.1K	0.13%	121
2026 Q1	$410K	Buy	2,069 +308	+17%	+$71.8K	0.2%	85
2025 Q4	$472K	Buy	1,761 +60	+4%	+$15.2K	0.23%	76
2025 Q3	$419K	Buy	1,701 +169	+11%	+$44.1K	0.21%	87
2025 Q2	$458K	Buy	1,532 +730	+91%	+$222K	0.26%	73
2025 Q1	$250K	Buy	+802	New	+$283K	0.19%	90

Other funds holding ACN

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Plan A Wealth's ACN Position: Q3 2026 in Review

Plan A Wealth increased its Accenture (ACN) stake by 3.8% in Q3 2026, buying an estimated $16.2K and bringing the position to 2,615 shares worth $480K. The position accounts for 0.17% of the portfolio, ranked #88.

Plan A Wealth first reported a position in ACN in Q1 2025 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

Plan A Wealth held 2,615 shares of Accenture worth $480K as of Q3 2026.
Plan A Wealth bought 96 Accenture shares in Q3 2026, an estimated $16.2K.
Accenture made up 0.17% of Plan A Wealth's portfolio in Q3 2026, its #88 holding.
Plan A Wealth first reported a position in Accenture in Q1 2025 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.