Accenture plc (ACN) fell to 0.16% of the Polen Capital Management portfolio in 2026 Q2, from 1.86%, according to the 13F-HR filed with the SEC on August 4, 2026. The share count dropped 89% to 153K shares, and the position is worth about $19M and ranks 34th of 219 stocks by weight.
What did the 2026 Q2 filing report for ACN?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.35M | 153K |
| Shares sold | -1.2M (89%) | |
| Reported value | $268.6M | $19M |
| Portfolio weight | 1.86% | 0.16% |
| Rank in portfolio | 34th of 219 |
How much did Polen Capital Management cut ACN?
Polen Capital Management sold 1.2M shares of ACN during 2026 Q2, cutting the stake from 1.35M to 153K. The reported value of the position fell by about $249.6M, from about $268.6M to about $19M.
Where does ACN sit in the Polen Capital Management portfolio?
ACN ranks 34th of 219 stock positions in the Polen Capital Management portfolio at 0.16%, below the fund's average stock position of 0%. The ACN cut was the 21st largest of the quarter's 289 position changes by percent change to portfolio. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held ACN?
Polen Capital Management has held ACN since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 5.62% in 2017 Q4. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 28%. Every reported trade is on the Polen Capital Management ACN trade history page.
Did other funds buy or sell ACN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 5 hold ACN. Of those, 1 added to the position this quarter and 2 trimmed it. The largest buyers of ACN this quarter were Richard Pzena and Edgar Wachenheim III. The largest sellers were Lewis Sanders, Wallace Weitz and Eric H. Schoenstein. Every tracked holder of ACN is on the ACN ownership page.
FAQ
How many ACN shares did Polen Capital Management sell in 2026 Q2?
Polen Capital Management sold 1.2M shares of ACN, 89% of the position, leaving 153K shares.
What remains of the ACN position of Polen Capital Management?
Polen Capital Management still holds 153K shares of ACN, worth about $19M at June 30, 2026 prices.
How much of the Polen Capital Management portfolio is ACN now?
ACN is 0.16% of the Polen Capital Management portfolio, down from 1.86% a quarter earlier.
Did other funds trim ACN in 2026 Q2?
Among the 5 other tracked funds that hold ACN, 2 trimmed it in 2026 Q2 and 1 added to it.