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Walled Lake Planning & Wealth Management’s Accenture ACN Stock Holding History

Walled Lake Planning & Wealth Management’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 		$1.14M Buy
9,170
+292
+3% +$50.7K 0.29% 46
2026
Q1 		$1.76M Buy
8,878
+312
+4% +$72.7K 0.52% 37
2025
Q4 		$2.3M Buy
8,566
+76
+0.9% +$19.3K 0.73% 33
2025
Q3 		$2.09M Sell
8,490
-325
-4% -$84.7K 0.69% 33
2025
Q2 		$2.63M Sell
8,815
-416
-5% -$127K 0.86% 33
2025
Q1 		$2.88M Sell
9,231
-183
-2% -$64.6K 1.02% 32
2024
Q4 		$3.31M Sell
9,414
-2,074
-18% -$747K 1.23% 25
2024
Q3 		$4.06M Sell
11,488
-7
-0.1% -$2.3K 1.53% 21
2024
Q2 		$3.49M Sell
11,495
-194
-2% -$59.4K 1.42% 24
2024
Q1 		$4.05M Sell
11,689
-51
-0.4% -$18.6K 1.66% 21
2023
Q4 		$4.12M Buy
11,740
+32
+0.3% +$10.3K 1.92% 20
2023
Q3 		$3.6M Buy
11,708
+55
+0.5% +$17.3K 1.8% 23
2023
Q2 		$3.6M Buy
11,653
+145
+1% +$42.1K 1.75% 22
2023
Q1 		$3.29M Buy
11,508
+799
+7% +$218K 1.72% 21
2022
Q4 		$2.86M Buy
10,709
+107
+1% +$29.6K 1.95% 21
2022
Q3 		$2.73M Buy
10,602
+329
+3% +$95.1K 1.91% 26
2022
Q2 		$2.85M Buy
10,273
+389
+4% +$117K 1.97% 24
2022
Q1 		$3.33M Buy
9,884
+201
+2% +$67.8K 1.98% 23
2021
Q4 		$4.01M Sell
9,683
-255
-3% -$92.9K 2.33% 20
2021
Q3 		$3.18M Buy
9,938
+154
+2% +$50.1K 1.96% 23
2021
Q2 		$2.88M Buy
9,784
+106
+1% +$30.4K 1.88% 23
2021
Q1 		$2.67M Buy
9,678
+205
+2% +$53K 1.85% 22
2020
Q4 		$2.47M Buy
9,473
+136
+1% +$32.6K 1.88% 23
2020
Q3 		$2.11M Buy
9,337
+147
+2% +$33.7K 1.71% 23
2020
Q2 		$1.97M Buy
9,190
+7,855
+588% +$1.49M 1.65% 22
2020
Q1 		$218K Hold
1,335
– – 0.2% 56
2019
Q4 		$281K Buy
+1,335
New +$260K 0.2% 52

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ACN Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Accenture (ACN) stake by 3.3% in Q2 2026, buying an estimated $50.7K and bringing the position to 9,170 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #46.

Walled Lake Planning & Wealth Management first reported a position in ACN in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.12M in Q4 2023. 1,891 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 9,170 shares of Accenture worth $1.14M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 292 Accenture shares in Q2 2026, an estimated $50.7K.
  • Accenture made up 0.29% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Accenture in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Accenture position peaked at $4.12M in Q4 2023.
  • 1,891 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.