PGF
ACN icon

Plan Group Financial’s Accenture ACN Stock Holding History

Plan Group Financial’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
Q1 		$203K Buy
1,024
+236
+30% +$55K 0.05% 219
2025
Q4 		$211K Buy
+788
New +$200K 0.05% 190

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plan Group Financial's ACN Position: Q1 2026 in Review

Plan Group Financial increased its Accenture (ACN) stake by 30% in Q1 2026, buying an estimated $55K and bringing the position to 1,024 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #219.

Plan Group Financial first reported a position in ACN in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Plan Group Financial held 1,024 shares of Accenture worth $203K as of Q1 2026.
  • Plan Group Financial bought 236 Accenture shares in Q1 2026, an estimated $55K.
  • Accenture made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #219 holding.
  • Plan Group Financial first reported a position in Accenture in Q4 2025 and has held it in 2 quarters since.
  • Plan Group Financial's Accenture position peaked at $211K in Q4 2025.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.