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Searcy Financial Services’s Accenture ACN Stock Holding History

Searcy 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 		$537K Sell
4,319
-17
-0.4% -$2.95K 0.18% 20
2026
Q1 		$860K Hold
4,336
– – 0.32% 17
2025
Q4 		$1.16M Hold
4,336
– – 0.43% 17
2025
Q3 		$1.07M Sell
4,336
-60
-1% -$15.6K 0.41% 17
2025
Q2 		$1.31M Sell
4,396
-34
-0.8% -$10.4K 0.53% 16
2025
Q1 		$1.38M Hold
4,430
– – 0.6% 15
2024
Q4 		$1.56M Hold
4,430
– – 0.72% 15
2024
Q3 		$1.57M Sell
4,430
-30
-0.7% -$9.87K 0.73% 14
2024
Q2 		$1.35M Hold
4,460
– – 0.68% 14
2024
Q1 		$1.55M Sell
4,460
-345
-7% -$126K 0.79% 14
2023
Q4 		$1.69M Sell
4,805
-30
-0.6% -$9.67K 0.94% 13
2023
Q3 		$1.48M Hold
4,835
– – 0.9% 13
2023
Q2 		$1.49M Hold
4,835
– – 0.87% 13
2023
Q1 		$1.38M Sell
4,835
-420
-8% -$114K 0.85% 13
2022
Q4 		$1.4M Hold
5,255
– – 0.81% 15
2022
Q3 		$1.35M Hold
5,255
– – 0.86% 14
2022
Q2 		$1.46M Hold
5,255
– – 0.91% 13
2022
Q1 		$1.77M Sell
5,255
-5,959
-53% -$2.01M 1.04% 14
2021
Q4 		$4.65M Buy
11,214
+5,607
+100% +$2.04M 2.08% 14
2021
Q3 		$1.79M Hold
5,607
– – 1.1% 15
2021
Q2 		$1.65M Hold
5,607
– – 1% 16
2021
Q1 		$1.55M Sell
5,607
-28
-0.5% -$7.24K 0.98% 15
2020
Q4 		$1.47M Hold
5,635
– – 0.88% 16
2020
Q3 		$1.27M Hold
5,635
– – 0.95% 15
2020
Q2 		$1.21M Hold
5,635
– – 1.01% 14
2020
Q1 		$920K Sell
5,635
-40
-0.7% -$7.71K 1.31% 10
2019
Q4 		$1.2M Sell
5,675
-513
-8% -$100K 0.86% 13
2019
Q3 		$1.19M Hold
6,188
– – 0.88% 13
2019
Q2 		$1.14M Hold
6,188
– – 0.9% 12
2019
Q1 		$1.09M Hold
6,188
– – 0.89% 12
2018
Q4 		$873K Buy
+6,188
New +$979K 1.11% 8

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Searcy Financial Services reduced its Accenture (ACN) stake by 0.39% in Q2 2026, selling an estimated $2.95K and leaving 4,319 shares worth $537K. The position accounts for 0.18% of the portfolio, ranked #20.

Searcy Financial Services first reported a position in ACN in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.65M in Q4 2021. 819 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Searcy Financial Services held 4,319 shares of Accenture worth $537K as of Q2 2026.
  • Searcy Financial Services sold 17 Accenture shares in Q2 2026, an estimated $2.95K.
  • Accenture made up 0.18% of Searcy Financial Services's portfolio in Q2 2026, its #20 holding.
  • Searcy Financial Services first reported a position in Accenture in Q4 2018 and has held it in 31 quarters since.
  • Searcy Financial Services's Accenture position peaked at $4.65M in Q4 2021.
  • 819 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.