Summit Financial Wealth Advisors’s Accenture ACN Stock Holding History

Summit Financial 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	$486K	Buy	+3,907	New	+$678K	0.06%	134

Other funds holding ACN

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Summit Financial Wealth Advisors's ACN Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Accenture (ACN) in Q2 2026: 3,907 shares worth $486K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

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

Summit Financial Wealth Advisors held 3,907 shares of Accenture worth $486K as of Q2 2026.
Accenture was a new Summit Financial Wealth Advisors position in Q2 2026.
Accenture made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #134 holding.
298 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.