PFS
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Prospera Financial Services’s Accenture ACN Stock Holding History

Prospera Financial Services’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 		$1.53M Sell
12,310
-8,293
-40% -$1.44M 0.02% 597
2026
Q1 		$4.09M Sell
20,603
-18,075
-47% -$4.21M 0.07% 305
2025
Q4 		$10.4M Buy
38,678
+1,131
+3% +$287K 0.17% 126
2025
Q3 		$9.26M Buy
37,547
+1,039
+3% +$271K 0.16% 140
2025
Q2 		$10.9M Buy
36,508
+2,644
+8% +$805K 0.2% 111
2025
Q1 		$10.6M Buy
33,864
+816
+2% +$288K 0.24% 95
2024
Q4 		$11.6M Buy
33,048
+718
+2% +$258K 0.27% 87
2024
Q3 		$11.4M Buy
32,330
+3,273
+11% +$1.08M 0.29% 76
2024
Q2 		$8.82M Buy
29,057
+1,533
+6% +$470K 0.25% 87
2024
Q1 		$9.54M Buy
27,524
+4,377
+19% +$1.6M 0.28% 72
2023
Q4 		$8.12M Buy
23,147
+765
+3% +$247K 0.27% 77
2023
Q3 		$6.88M Sell
22,382
-1,181
-5% -$372K 0.27% 81
2023
Q2 		$7.27M Buy
23,563
+2,513
+12% +$730K 0.28% 83
2023
Q1 		$6.02M Buy
21,050
+8,195
+64% +$2.23M 0.25% 99
2022
Q4 		$3.43M Sell
12,855
-6,431
-33% -$1.78M 0.17% 135
2022
Q3 		$4.96M Buy
19,286
+937
+5% +$271K 0.26% 91
2022
Q2 		$5.1M Buy
18,349
+708
+4% +$213K 0.26% 82
2022
Q1 		$5.95M Sell
17,641
-1,910
-10% -$644K 0.25% 88
2021
Q4 		$8.11M Buy
19,551
+1,488
+8% +$542K 0.35% 56
2021
Q3 		$5.78M Buy
18,063
+1,792
+11% +$583K 0.29% 79
2021
Q2 		$4.8M Sell
16,271
-393
-2% -$113K 0.24% 99
2021
Q1 		$4.61M Sell
16,664
-210
-1% -$54.3K 0.27% 79
2020
Q4 		$4.41M Buy
+16,874
New +$4.04M 0.3% 63
2020
Q3 		– Sell
-18,281
Closed -$3.92M – 1607
2020
Q2 		$3.92M Buy
18,281
+628
+4% +$119K 0.35% 62
2020
Q1 		$2.88M Buy
17,653
+1,348
+8% +$260K 0.31% 68
2019
Q4 		$3.43M Buy
16,305
+8,295
+104% +$1.62M 0.26% 84
2019
Q3 		$1.54M Buy
8,010
+270
+3% +$52.2K 0.16% 138
2019
Q2 		$1.47M Buy
+7,740
New +$1.39M 0.17% 128
2019
Q1 		– Sell
-4,307
Closed -$608K – 323
2018
Q4 		$608K Buy
4,307
+784
+22% +$124K 0.12% 166
2018
Q3 		$601K Sell
3,523
-1,157
-25% -$193K 0.11% 189
2018
Q2 		$771K Sell
4,680
-21
-0.4% -$3.27K 0.1% 168
2018
Q1 		$707K Sell
4,701
-643
-12% -$102K 0.1% 184
2017
Q4 		$834K Sell
5,344
-226
-4% -$32.8K 0.13% 149
2017
Q3 		$753K Buy
5,570
+241
+5% +$31.4K 0.11% 166
2017
Q2 		$656K Buy
+5,329
New +$649K 0.11% 179
2016
Q1 		– Sell
-2,550
Closed -$266K – 339
2015
Q4 		$266K Sell
2,550
-64
-2% -$6.75K 0.06% 216
2015
Q3 		$257K Sell
2,614
-25
-0.9% -$2.48K 0.07% 206
2015
Q2 		$255K Sell
2,639
-1,139
-30% -$109K 0.06% 231
2015
Q1 		$354K Sell
3,778
-50
-1% -$4.46K 0.08% 184
2014
Q4 		$342K Sell
3,828
-334
-8% -$27.7K 0.09% 189
2014
Q3 		$327K Buy
4,162
+871
+26% +$69.8K 0.09% 186
2014
Q2 		$266K Buy
+3,291
New +$264K 0.07% 211
2013
Q4 		– Sell
-3,778
Closed -$279K – 259
2013
Q3 		$279K Buy
3,778
+726
+24% +$53.7K 0.11% 164
2013
Q2 		$220K Buy
+3,052
New +$242K 0.1% 196

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Prospera Financial Services's ACN Position: Q2 2026 in Review

Prospera Financial Services reduced its Accenture (ACN) stake by 40% in Q2 2026, selling an estimated $1.44M and leaving 12,310 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #597.

Prospera Financial Services first reported a position in ACN in Q2 2013 and has held it in 44 quarters since. The position peaked at $11.6M in Q4 2024. 409 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Prospera Financial Services held 12,310 shares of Accenture worth $1.53M as of Q2 2026.
  • Prospera Financial Services sold 8,293 Accenture shares in Q2 2026, an estimated $1.44M.
  • Accenture made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #597 holding.
  • Prospera Financial Services first reported a position in Accenture in Q2 2013 and has held it in 44 quarters since.
  • Prospera Financial Services's Accenture position peaked at $11.6M in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.