PF
ACN icon

PlanVest Financial’s Accenture ACN Stock Holding History

PlanVest 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 		$19.4K Sell
156
-48
-24% -$8.33K 0.01% 340
2026
Q1 		$40.5K Buy
+204
New +$47.5K 0.03% 233

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

PlanVest Financial's ACN Position: Q2 2026 in Review

PlanVest Financial reduced its Accenture (ACN) stake by 24% in Q2 2026, selling an estimated $8.33K and leaving 156 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #340.

PlanVest Financial first reported a position in ACN in Q1 2026 and has held it in 2 quarters since. The position peaked at $40.5K in Q1 2026. 1,865 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • PlanVest Financial held 156 shares of Accenture worth $19.4K as of Q2 2026.
  • PlanVest Financial sold 48 Accenture shares in Q2 2026, an estimated $8.33K.
  • Accenture made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #340 holding.
  • PlanVest Financial first reported a position in Accenture in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Accenture position peaked at $40.5K in Q1 2026.
  • 1,865 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.