Dougherty Wealth Advisers’s Accenture ACN Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-527	Closed	-$141K	–	108
2025 Q4	$141K	Hold	527	–	–	0.08%	59
2025 Q3	$130K	Hold	527	–	–	0.08%	55
2025 Q2	$158K	Hold	527	–	–	0.1%	44
2025 Q1	$164K	Hold	527	–	–	0.12%	43
2024 Q4	$185K	Hold	527	–	–	0.14%	42
2024 Q3	$186K	Sell	527 -131	-20%	-$43.1K	0.15%	40
2024 Q2	$200K	Hold	658	–	–	0.17%	35
2024 Q1	$228K	Hold	658	–	–	0.2%	30
2023 Q4	$231K	Hold	658	–	–	0.21%	32
2023 Q3	$202K	Hold	658	–	–	0.23%	33
2023 Q2	$203K	Hold	658	–	–	0.28%	35
2023 Q1	$188K	Hold	658	–	–	0.28%	36
2022 Q4	$176K	Hold	658	–	–	0.29%	41
2022 Q3	$169K	Hold	658	–	–	0.33%	35
2022 Q2	$183K	Hold	658	–	–	0.34%	33
2022 Q1	$222K	Hold	658	–	–	0.34%	32
2021 Q4	$273K	Hold	658	–	–	0.38%	31
2021 Q3	$211K	Hold	658	–	–	0.31%	35
2021 Q2	$194K	Hold	658	–	–	0.29%	37
2021 Q1	$182K	Hold	658	–	–	0.27%	37
2020 Q4	$172K	Hold	658	–	–	0.27%	40
2020 Q3	$149K	Hold	658	–	–	0.51%	41
2020 Q2	$141K	Hold	658	–	–	0.52%	39
2020 Q1	$107K	Hold	658	–	–	0.43%	50
2019 Q4	$139K	Hold	658	–	–	0.42%	47
2019 Q3	$127K	Sell	658 -140	-18%	-$27.1K	0.42%	44
2019 Q2	$147K	Buy	798 +140	+21%	+$25.1K	0.42%	50
2019 Q1	$116K	Hold	658	–	–	0.39%	47
2018 Q4	$102K	Buy	+658	New	+$104K	0.34%	58

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dougherty Wealth Advisers's ACN Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Accenture (ACN) in Q1 2026, closing a stake of 527 shares — an estimated $141K sold.

Dougherty Wealth Advisers first reported a position in ACN in Q4 2018 and held it in 29 quarters. The position peaked at $273K in Q4 2021. 2,158 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 527 Accenture shares in Q1 2026, an estimated $141K.
Dougherty Wealth Advisers first reported a position in Accenture in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Accenture position peaked at $273K in Q4 2021.
2,158 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.