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Fonville Wealth Management’s Accenture ACN Stock Holding History

Fonville 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
Q1 		– Sell
-945
Closed -$254K – 139
2025
Q4 		$254K Sell
945
-285
-23% -$72.4K 0.05% 113
2025
Q3 		$303K Sell
1,230
-12
-1% -$3.13K 0.07% 105
2025
Q2 		$371K Sell
1,242
-24
-2% -$7.31K 0.09% 93
2025
Q1 		$395K Sell
1,266
-54
-4% -$19.1K 0.12% 84
2024
Q4 		$464K Hold
1,320
– – 0.15% 73
2024
Q3 		$466K Sell
1,320
-245
-16% -$80.6K 0.16% 68
2024
Q2 		$475K Sell
1,565
-50
-3% -$15.3K 0.19% 66
2024
Q1 		$560K Sell
1,615
-148
-8% -$53.9K 0.25% 61
2023
Q4 		$618K Buy
+1,763
New +$568K 0.33% 58

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fonville Wealth Management's ACN Position: Q1 2026 in Review

Fonville Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 945 shares — an estimated $254K sold.

Fonville Wealth Management first reported a position in ACN in Q4 2023 and held it in 9 quarters. The position peaked at $618K in Q4 2023. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Fonville Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Fonville Wealth Management sold 945 Accenture shares in Q1 2026, an estimated $254K.
  • Fonville Wealth Management first reported a position in Accenture in Q4 2023 and held it in 9 quarters.
  • Fonville Wealth Management's Accenture position peaked at $618K in Q4 2023.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Fonville Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.