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United Financial Planning Group’s Accenture ACN Stock Holding History

United Financial Planning Group’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 		$23.9K Buy
+192
New +$33.3K 0.01% 153
2026
Q1 		– Sell
-207
Closed -$55.5K – 464
2025
Q4 		$55.5K Buy
207
+39
+23% +$9.91K 0.03% 86
2025
Q3 		$41.4K Buy
+168
New +$43.8K 0.03% 89

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Financial Planning Group's ACN Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Accenture (ACN) in Q2 2026: 192 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in ACN as recently as Q4 2025.

United Financial Planning Group first reported a position in ACN in Q3 2025 and has held it in 3 quarters since. The position peaked at $55.5K in Q4 2025. 1,893 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • United Financial Planning Group held 192 shares of Accenture worth $23.9K as of Q2 2026.
  • Accenture was a new United Financial Planning Group position in Q2 2026.
  • Accenture made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #153 holding.
  • United Financial Planning Group first reported a position in Accenture in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Accenture position peaked at $55.5K in Q4 2025.
  • 1,893 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.