WIM
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WealthPlan Investment Management’s Accenture ACN Stock Holding History

WealthPlan Investment 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 		– Sell
-1,158
Closed -$230K – 479
2026
Q1 		$230K Buy
+1,158
New +$270K 0.01% 428

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

WealthPlan Investment Management's ACN Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,158 shares — an estimated $230K sold.

WealthPlan Investment Management first reported a position in ACN in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 662 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,158 Accenture shares in Q2 2026, an estimated $230K.
  • WealthPlan Investment Management first reported a position in Accenture in Q1 2026 and held it in 1 quarter.
  • WealthPlan Investment Management's Accenture position peaked at $230K in Q1 2026.
  • 662 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.