Forvis Mazars Wealth Advisors’s Accenture ACN Stock Holding History

Forvis Mazars Wealth Advisors’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	$3.74M	Buy	18,837 +121	+0.6%	+$28.2K	0.07%	107
2025 Q4	$5.02M	Buy	18,716 +837	+5%	+$213K	0.09%	97
2025 Q3	$4.41M	Buy	17,879 +6,203	+53%	+$1.62M	0.09%	101
2025 Q2	$3.49M	Buy	11,676 +1	+0%	+$305	0.08%	112
2025 Q1	$3.64M	Sell	11,675 -106	-0.9%	-$37.4K	0.09%	109
2024 Q4	$4.14M	Sell	11,781 -360	-3%	-$130K	0.1%	99
2024 Q3	$4.29M	Buy	12,141 +83	+0.7%	+$27.3K	0.1%	105
2024 Q2	$3.66M	Sell	12,058 -252	-2%	-$77.2K	0.09%	112
2024 Q1	$4.27M	Sell	12,310 -298	-2%	-$109K	0.11%	100
2023 Q4	$4.42M	Sell	12,608 -538	-4%	-$173K	0.12%	89
2023 Q3	$4.04M	Sell	13,146 -828	-6%	-$261K	0.12%	95
2023 Q2	$4.31M	Buy	13,974 +728	+5%	+$212K	0.13%	103
2023 Q1	$3.79M	Sell	13,246 -856	-6%	-$233K	0.12%	104
2022 Q4	$3.76M	Sell	14,102 -967	-6%	-$267K	0.13%	98
2022 Q3	$3.88M	Sell	15,069 -311	-2%	-$89.9K	0.16%	91
2022 Q2	$4.27M	Sell	15,380 -536	-3%	-$161K	0.17%	77
2022 Q1	$5.37M	Buy	15,916 +416	+3%	+$140K	0.23%	53
2021 Q4	$6.43M	Sell	15,500 -889	-5%	-$324K	0.27%	44
2021 Q3	$5.24M	Sell	16,389 -843	-5%	-$274K	0.24%	47
2021 Q2	$5.08M	Sell	17,232 -1,299	-7%	-$372K	0.24%	46
2021 Q1	$5.12M	Sell	18,531 -3,262	-15%	-$843K	0.25%	43
2020 Q4	$5.69M	Sell	21,793 -54	-0.2%	-$12.9K	0.29%	42
2020 Q3	$4.94M	Sell	21,847 -430	-2%	-$98.5K	0.29%	49
2020 Q2	$4.78M	Sell	22,277 -2,831	-11%	-$535K	0.31%	45
2020 Q1	$4.1M	Buy	25,108 +462	+2%	+$89K	0.34%	41
2019 Q4	$5.19M	Sell	24,646 -123	-0.5%	-$24K	0.37%	36
2019 Q3	$4.76M	Sell	24,769 -88	-0.4%	-$17K	0.38%	33
2019 Q2	$4.59M	Sell	24,857 -923	-4%	-$166K	0.37%	34
2019 Q1	$4.54M	Buy	25,780 +1,915	+8%	+$301K	0.38%	37
2018 Q4	$3.37M	Buy	23,865 +164	+0.7%	+$25.9K	0.34%	38
2018 Q3	$4.03M	Sell	23,701 -358	-1%	-$59.6K	0.35%	37
2018 Q2	$3.94M	Buy	24,059 +210	+0.9%	+$32.7K	0.38%	35
2018 Q1	$3.66M	Sell	23,849 -517	-2%	-$81.9K	0.37%	36
2017 Q4	$3.73M	Buy	24,366 +465	+2%	+$67.4K	0.37%	36
2017 Q3	$3.23M	Sell	23,901 -206	-0.9%	-$26.8K	0.36%	35
2017 Q2	$2.98M	Buy	24,107 +572	+2%	+$69.7K	0.34%	42
2017 Q1	$2.82M	Buy	23,535 +305	+1%	+$36.4K	0.34%	39
2016 Q4	$2.72M	Sell	23,230 -82	-0.4%	-$9.73K	0.36%	42
2016 Q3	$2.85M	Buy	23,312 +597	+3%	+$68K	0.4%	37
2016 Q2	$2.57M	Sell	22,715 -500	-2%	-$58K	0.38%	40
2016 Q1	$2.68M	Sell	23,215 -459	-2%	-$47.1K	0.43%	35
2015 Q4	$2.47M	Sell	23,674 -1,150	-5%	-$121K	0.37%	34
2015 Q3	$2.44M	Sell	24,824 -3,002	-11%	-$298K	0.43%	29
2015 Q2	$2.69M	Sell	27,826 -703	-2%	-$67.2K	0.4%	35
2015 Q1	$2.67M	Sell	28,529 -46	-0.2%	-$4.11K	0.39%	37
2014 Q4	$2.55M	Buy	28,575 +432	+2%	+$35.9K	0.42%	36
2014 Q3	$2.29M	Sell	28,143 -32	-0.1%	-$2.57K	0.4%	39
2014 Q2	$2.28M	Sell	28,175 -1,050	-4%	-$84.3K	0.39%	41
2014 Q1	$2.33M	Buy	29,225 +168	+0.6%	+$13.8K	0.41%	44
2013 Q4	$2.39M	Buy	29,057 +1,265	+5%	+$95.7K	0.44%	42
2013 Q3	$2.05M	Sell	27,792 -371	-1%	-$27.5K	0.42%	44
2013 Q2	$2.03M	Buy	+28,163	New	+$2.24M	1.61%	21

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ACN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Accenture (ACN) stake by 0.65% in Q1 2026, buying an estimated $28.2K and bringing the position to 18,837 shares worth $3.74M. The position accounts for 0.07% of the portfolio, ranked #107.

Forvis Mazars Wealth Advisors first reported a position in ACN in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.43M in Q4 2021. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Forvis Mazars Wealth Advisors held 18,837 shares of Accenture worth $3.74M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 121 Accenture shares in Q1 2026, an estimated $28.2K.
Accenture made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #107 holding.
Forvis Mazars Wealth Advisors first reported a position in Accenture in Q2 2013 and has held it in 52 quarters since.
Forvis Mazars Wealth Advisors's Accenture position peaked at $6.43M in Q4 2021.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.