Unique Wealth Strategies’s Accenture ACN Stock Holding History

Unique Wealth Strategies’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	$386K	Sell	3,099 -953	-24%	-$165K	0.14%	171
2026 Q1	$803K	Buy	4,052 +3,500	+634%	+$815K	0.33%	73
2025 Q4	$148K	Sell	552 -2,252	-80%	-$572K	0.06%	201
2025 Q3	$691K	Buy	+2,804	New	+$731K	0.27%	101
2025 Q1	–	Sell	-637	Closed	-$224K	–	185
2024 Q4	$224K	Buy	+637	New	+$229K	0.1%	181
2024 Q3	–	Sell	-85	Closed	-$29.5K	–	209
2024 Q2	$29.5K	Buy	+85	New	+$26K	0.01%	257
2024 Q1	–	Sell	-4,108	Closed	-$1.44M	–	180
2023 Q4	$1.44M	Buy	+4,108	New	+$1.32M	0.96%	24

Other funds holding ACN

LMFP

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

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

PNC

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

Unique Wealth Strategies's ACN Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Accenture (ACN) stake by 24% in Q2 2026, selling an estimated $165K and leaving 3,099 shares worth $386K. The position accounts for 0.14% of the portfolio, ranked #171.

Unique Wealth Strategies first reported a position in ACN in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2023. 352 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Unique Wealth Strategies held 3,099 shares of Accenture worth $386K as of Q2 2026.
Unique Wealth Strategies sold 953 Accenture shares in Q2 2026, an estimated $165K.
Accenture made up 0.14% of Unique Wealth Strategies's portfolio in Q2 2026, its #171 holding.
Unique Wealth Strategies first reported a position in Accenture in Q4 2023 and has held it in 7 quarters since.
Unique Wealth Strategies's Accenture position peaked at $1.44M in Q4 2023.
352 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.