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Secured Retirement Advisors’s Accenture ACN Stock Holding History

Secured Retirement 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 		$289K Buy
+2,325
New +$404K 0.15% 128

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

Secured Retirement Advisors's ACN Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in Accenture (ACN) in Q2 2026: 2,325 shares worth $289K. The stake represents 0.15% of the portfolio and ranks #128 among its holdings.

409 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Secured Retirement Advisors held 2,325 shares of Accenture worth $289K as of Q2 2026.
  • Accenture was a new Secured Retirement Advisors position in Q2 2026.
  • Accenture made up 0.15% of Secured Retirement Advisors's portfolio in Q2 2026, its #128 holding.
  • 409 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.