Accenture plc
DE ˙ XTRA ˙ IE00B4BNMY34
SecurityDE:XET / Accenture plc
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership3,431 shares
Latest Disclosed Value $ 680,234
Pinnacle Wealth Planning Services, Inc. reports 3.73% decrease in ownership of XET / Accenture plc

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 3,431 shares of Accenture plc (DE:XET) valued at $680,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,564 shares of Accenture plc. This represents a change in shares of -3.73% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,431 -133 -3.73 680 -28.87 0.0703
2026-02-13 2025-12-31 13F ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,564 138 4.03 956 13.27 0.0998
2025-11-13 2025-09-30 13F ACCENTURE PLC F SHS CLASS A G1151C101 3,426 -571 -14.29 845 -29.31 0.0990
2025-08-11 2025-06-30 13F ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3,997 377 10.41 1,195 5.76 0.1571
2025-05-15 2025-03-31 13F ACCENTURE PLC F COM G1151C101 3,620 -3 -0.08 1,130 -11.38 0.1698
2025-02-27 2024-12-31 13F/A-1 ACCENTURE PLC F SHS CLASS A G1151C101 3,623 -989 -21.44 1,275 -21.84 0.1915
2025-02-06 2024-12-31 13F ACCENTURE PLC F SHS CLASS A G1151C101 3,623 -989 1,275 0.1779
2024-11-13 2024-09-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,612 11 0.24 1,630 16.85 0.2214
2024-08-09 2024-06-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,601 -318 -6.46 1,396 -18.13 0.1995
2024-05-10 2024-03-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,919 126 2.63 1,705 1.37 0.2498
2024-02-08 2023-12-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,793 96 2.04 1,682 16.57 0.2642
2023-11-08 2023-09-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,697 162 3.57 1,442 3.07 0.2377
2023-08-07 2023-06-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,535 32 0.71 1,399 8.79 0.2260
2023-05-03 2023-03-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,503 -732 -13.98 1,287 -7.88 0.2139
2023-02-13 2022-12-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 5,235 1,201 29.77 1,397 34.49 0.2482
2022-11-09 2022-09-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,034 -1,096 -21.36 1,038 -27.11 0.1919
2022-08-03 2022-06-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 5,130 35 0.69 1,424 -17.11 0.2558
2022-04-20 2022-03-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 5,095 1,111 27.89 1,718 4.00 0.3130
2022-01-21 2021-12-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,984 4 0.10 1,652 29.77 0.3227
2021-10-29 2021-09-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,980 14 0.35 1,273 8.90 0.2814
2021-08-02 2021-06-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,966 -443 -10.05 1,169 -4.02 0.2719
2021-04-29 2021-03-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,409 427 10.72 1,218 17.12 0.3124
2021-02-12 2020-12-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,982 536 15.55 1,040 33.68 0.2485
2020-11-03 2020-09-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,446 -149 -4.14 778 0.78 0.2569
2020-07-27 2020-06-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,595 -232 -6.06 772 23.72 0.2507
2020-05-11 2020-03-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,827 -493 -11.41 624 -31.35 0.2963
2020-02-07 2019-12-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,320 152 3.65 909 13.48 0.4276
2019-10-31 2019-09-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,168 534 14.69 801 19.37 0.4361
2019-08-06 2019-06-30 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,634 346 10.52 671 16.09 0.4049
2019-05-08 2019-03-31 13F ACCENTURE LTD BERMUDA CL A Stock G1151C101 3,288 3,288 578 0.3880
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.