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 Q2	–	Sell	-1,024	Closed	-$203K	–	250
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plan Group Financial's ACN Position: Q2 2026 in Review

Plan Group Financial sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,024 shares — an estimated $203K sold.

Plan Group Financial first reported a position in ACN in Q4 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Plan Group Financial reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 1,024 Accenture shares in Q2 2026, an estimated $203K.
Plan Group Financial first reported a position in Accenture in Q4 2025 and held it in 2 quarters.
Plan Group Financial's Accenture position peaked at $211K in Q4 2025.
1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.