Roxbury Financial’s Accenture ACN Stock Holding History

Roxbury 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	$250	Sell	2 -19	-90%	-$3.3K	﹤0.01%	404
2026 Q1	$4.24K	Sell	21 -172	-89%	-$40.1K	﹤0.01%	329
2025 Q4	$51.8K	Sell	193 -95	-33%	-$24.1K	0.05%	176
2025 Q3	$71K	Sell	288 -212	-42%	-$55.3K	0.07%	150
2025 Q2	$149K	Sell	500 -23	-4%	-$7K	0.15%	105
2025 Q1	$182K	Sell	523 -4	-0.8%	-$1.41K	0.18%	91
2024 Q4	$191K	Buy	+527	New	+$190K	0.18%	90

Other funds holding ACN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Roxbury Financial's ACN Position: Q2 2026 in Review

Roxbury Financial reduced its Accenture (ACN) stake by 90% in Q2 2026, selling an estimated $3.3K and leaving 2 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Roxbury Financial first reported a position in ACN in Q4 2024 and has held it in 7 quarters since. The position peaked at $191K in Q4 2024. 554 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Roxbury Financial held 2 shares of Accenture worth $250 as of Q2 2026.
Roxbury Financial sold 19 Accenture shares in Q2 2026, an estimated $3.3K.
Accenture made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #404 holding.
Roxbury Financial first reported a position in Accenture in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's Accenture position peaked at $191K in Q4 2024.
554 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.