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Regent Peak Wealth Advisors’s Accenture ACN Stock Holding History

Regent Peak Wealth Advisors’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 		$9.23M Buy
74,187
+7,018
+10% +$1.22M 1.71% 16
2026
Q1 		$13.3M Buy
67,169
+10,917
+19% +$2.54M 2.72% 12
2025
Q4 		$15.1M Buy
56,252
+1,817
+3% +$462K 2.98% 10
2025
Q3 		$13.4M Buy
+54,435
New +$14.2M 2.69% 13
2025
Q1 		$14.9M Sell
47,743
-2,272
-5% -$802K 3.52% 7
2024
Q4 		$17.6M Sell
50,015
-5,880
-11% -$2.12M 3.95% 7
2024
Q3 		$19.8M Sell
55,895
-3,732
-6% -$1.23M 4.54% 6
2024
Q2 		$18.1M Buy
59,627
+2,781
+5% +$852K 4.14% 7
2024
Q1 		$19.7M Buy
56,846
+1,948
+4% +$710K 5.01% 2
2023
Q4 		$19.3M Buy
54,898
+4,300
+8% +$1.39M 5.23% 3
2023
Q3 		$15.5M Sell
50,598
-7,175
-12% -$2.26M 4.75% 6
2023
Q2 		$17.8M Sell
57,773
-48
-0.1% -$13.9K 5.19% 4
2023
Q1 		$16.5M Buy
57,821
+10,806
+23% +$2.95M 5.11% 5
2022
Q4 		$13.2M Buy
47,015
+8,659
+23% +$2.4M 4.32% 5
2022
Q3 		$10.6M Buy
38,356
+9,031
+31% +$2.61M 3.72% 5
2022
Q2 		$8.14M Sell
29,325
-125
-0.4% -$37.6K 2.66% 10
2022
Q1 		$9.93M Buy
29,450
+6,646
+29% +$2.24M 2.85% 9
2021
Q4 		$9.45M Buy
22,804
+5,082
+29% +$1.85M 2.57% 11
2021
Q3 		$5.67M Buy
17,722
+81
+0.5% +$26.3K 1.62% 15
2021
Q2 		$5.6M Buy
17,641
+5,483
+45% +$1.57M 1.57% 15
2021
Q1 		$3.36M Sell
12,158
-3,402
-22% -$879K 1.1% 18
2020
Q4 		$4.06M Buy
15,560
+5,383
+53% +$1.29M 1.35% 16
2020
Q3 		$2.3M Sell
10,177
-6,697
-40% -$1.53M 0.98% 20
2020
Q2 		$3.62M Buy
16,874
+42
+0.2% +$7.94K 1.64% 15
2020
Q1 		$2.75M Sell
16,832
-325
-2% -$62.6K 1.53% 16
2019
Q4 		$3.61M Buy
+17,157
New +$3.34M 1.65% 13

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Regent Peak Wealth Advisors's ACN Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Accenture (ACN) stake by 10% in Q2 2026, buying an estimated $1.22M and bringing the position to 74,187 shares worth $9.23M. The position accounts for 1.71% of the portfolio, ranked #16.

Regent Peak Wealth Advisors first reported a position in ACN in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.8M in Q3 2024. 438 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Regent Peak Wealth Advisors held 74,187 shares of Accenture worth $9.23M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 7,018 Accenture shares in Q2 2026, an estimated $1.22M.
  • Accenture made up 1.71% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Regent Peak Wealth Advisors first reported a position in Accenture in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Accenture position peaked at $19.8M in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.