Evermay Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $350K | Hold |
1,767
| – | – | 0.04% | 146 |
|
|
2025
Q4 | $474K | Sell |
1,767
-94
| -5% | -$23.9K | 0.05% | 127 |
|
|
2025
Q3 | $459K | Sell |
1,861
-265
| -12% | -$69.1K | 0.05% | 134 |
|
|
2025
Q2 | $635K | Buy |
2,126
+15
| +0.7% | +$4.57K | 0.08% | 115 |
|
|
2025
Q1 | $659K | Sell |
2,111
-50
| -2% | -$17.7K | 0.09% | 101 |
|
|
2024
Q4 | $760K | Sell |
2,161
-148
| -6% | -$53.3K | 0.12% | 98 |
|
|
2024
Q3 | $816K | Sell |
2,309
-40
| -2% | -$13.2K | 0.13% | 94 |
|
|
2024
Q2 | $713K | Sell |
2,349
-480
| -17% | -$147K | 0.11% | 100 |
|
|
2024
Q1 | $981K | Sell |
2,829
-62
| -2% | -$22.6K | 0.15% | 81 |
|
|
2023
Q4 | $1.01M | Sell |
2,891
-43
| -1% | -$13.9K | 0.19% | 63 |
|
|
2023
Q3 | $901K | Sell |
2,934
-100
| -3% | -$31.5K | 0.18% | 62 |
|
|
2023
Q2 | $936K | Sell |
3,034
-23
| -0.8% | -$6.68K | 0.18% | 60 |
|
|
2023
Q1 | $874K | Buy |
3,057
+127
| +4% | +$34.6K | 0.18% | 66 |
|
|
2022
Q4 | $782K | Buy |
2,930
+197
| +7% | +$54.5K | 0.16% | 68 |
|
|
2022
Q3 | $703K | Buy |
2,733
+50
| +2% | +$14.4K | 0.14% | 70 |
|
|
2022
Q2 | $745K | Sell |
2,683
-62
| -2% | -$18.6K | 0.14% | 67 |
|
|
2022
Q1 | $926K | Sell |
2,745
-21
| -0.8% | -$7.08K | 0.16% | 66 |
|
|
2021
Q4 | $1.15M | Sell |
2,766
-25
| -0.9% | -$9.11K | 0.21% | 43 |
|
|
2021
Q3 | $893K | Sell |
2,791
-129
| -4% | -$42K | 0.17% | 48 |
|
|
2021
Q2 | $861K | Hold |
2,920
| – | – | 0.16% | 60 |
|
|
2021
Q1 | $807K | Sell |
2,920
-100
| -3% | -$25.8K | 0.16% | 61 |
|
|
2020
Q4 | $789K | Hold |
3,020
| – | – | 0.17% | 59 |
|
|
2020
Q3 | $682K | Hold |
3,020
| – | – | 0.17% | 66 |
|
|
2020
Q2 | $648K | Sell |
3,020
-232
| -7% | -$43.9K | 0.17% | 64 |
|
|
2020
Q1 | $531K | Hold |
3,252
| – | – | 0.16% | 65 |
|
|
2019
Q4 | $685K | Hold |
3,252
| – | – | 0.17% | 64 |
|
|
2019
Q3 | $626K | Buy |
3,252
+1,148
| +55% | +$222K | 0.17% | 61 |
|
|
2019
Q2 | $389K | Hold |
2,104
| – | – | 0.11% | 96 |
|
|
2019
Q1 | $370K | Hold |
2,104
| – | – | 0.1% | 96 |
|
|
2018
Q4 | $297K | Buy |
2,104
+695
| +49% | +$110K | 0.1% | 105 |
|
|
2018
Q3 | $240K | Hold |
1,409
| – | – | 0.07% | 128 |
|
|
2018
Q2 | $230K | Hold |
1,409
| – | – | 0.08% | 124 |
|
|
2018
Q1 | $216K | Hold |
1,409
| – | – | 0.07% | 123 |
|
|
2017
Q4 | $216K | Buy |
+1,409
| New | +$204K | 0.08% | 130 |
|
Other funds holding ACN
VCM
VPM
Evermay Wealth Management's ACN Position: Q1 2026 in Review
Evermay Wealth Management held its Accenture (ACN) position steady in Q1 2026 at 1,767 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #146.
Evermay Wealth Management first reported a position in ACN in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.15M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Evermay Wealth Management held 1,767 shares of Accenture worth $350K as of Q1 2026.
- Evermay Wealth Management left its Accenture share count unchanged in Q1 2026.
- Accenture made up 0.04% of Evermay Wealth Management's portfolio in Q1 2026, its #146 holding.
- Evermay Wealth Management first reported a position in Accenture in Q4 2017 and has held it in 34 quarters since.
- Evermay Wealth Management's Accenture position peaked at $1.15M in Q4 2021.
- 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.