EHWM
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Eads & Heald Wealth Management’s Accenture ACN Stock Holding History

Eads & Heald 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 		$249K Sell
2,000
-225
-10% -$39.1K 0.12% 133
2026
Q1 		$441K Sell
2,225
-355
-14% -$82.7K 0.22% 117
2025
Q4 		$692K Sell
2,580
-1,182
-31% -$300K 0.33% 100
2025
Q3 		$928K Sell
3,762
-373
-9% -$97.3K 0.44% 86
2025
Q2 		$1.24M Buy
4,135
+1,844
+80% +$562K 0.61% 74
2025
Q1 		$715K Buy
2,291
+380
+20% +$134K 0.36% 100
2024
Q4 		$672K Buy
1,911
+640
+50% +$230K 0.33% 101
2024
Q3 		$449K Buy
+1,271
New +$418K 0.21% 116

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eads & Heald Wealth Management's ACN Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Accenture (ACN) stake by 10% in Q2 2026, selling an estimated $39.1K and leaving 2,000 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #133.

Eads & Heald Wealth Management first reported a position in ACN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2025. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Eads & Heald Wealth Management held 2,000 shares of Accenture worth $249K as of Q2 2026.
  • Eads & Heald Wealth Management sold 225 Accenture shares in Q2 2026, an estimated $39.1K.
  • Accenture made up 0.12% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Eads & Heald Wealth Management first reported a position in Accenture in Q3 2024 and has held it in 8 quarters since.
  • Eads & Heald Wealth Management's Accenture position peaked at $1.24M in Q2 2025.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.