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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
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

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

Plan A Wealth's ACN Position: Q2 2026 in Review

Plan A Wealth increased its Accenture (ACN) stake by 22% in Q2 2026, buying an estimated $78.1K and bringing the position to 2,519 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #121.

Plan A Wealth first reported a position in ACN in Q1 2025 and has held it in 6 quarters since. The position peaked at $472K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Plan A Wealth held 2,519 shares of Accenture worth $313K as of Q2 2026.
  • Plan A Wealth bought 450 Accenture shares in Q2 2026, an estimated $78.1K.
  • Accenture made up 0.13% of Plan A Wealth's portfolio in Q2 2026, its #121 holding.
  • Plan A Wealth first reported a position in Accenture in Q1 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Accenture position peaked at $472K in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.