GWANC
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Guardian Wealth Advisors (North Carolina)’s Accenture ACN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$561K Sell
2,829
-384
-12% -$89.5K 0.04% 203
2025
Q4 		$862K Sell
3,213
-129
-4% -$32.8K 0.05% 169
2025
Q3 		$824K Buy
3,342
+34
+1% +$8.87K 0.05% 162
2025
Q2 		$989K Buy
3,308
+179
+6% +$54.5K 0.07% 145
2025
Q1 		$976K Buy
3,129
+36
+1% +$12.7K 0.08% 130
2024
Q4 		$1.09M Buy
3,093
+208
+7% +$74.9K 0.09% 122
2024
Q3 		$1.02M Sell
2,885
-37
-1% -$12.2K 0.11% 104
2024
Q2 		$887K Sell
2,922
-10
-0.3% -$3.06K 0.1% 110
2024
Q1 		$1.02M Buy
2,932
+1,052
+56% +$383K 0.12% 99
2023
Q4 		$660K Sell
1,880
-70
-4% -$22.6K 0.1% 114
2023
Q3 		$599K Sell
1,950
-25
-1% -$7.88K 0.1% 110
2023
Q2 		$609K Buy
1,975
+272
+16% +$79K 0.1% 104
2023
Q1 		$487K Buy
1,703
+289
+20% +$78.8K 0.09% 122
2022
Q4 		$377K Sell
1,414
-25
-2% -$6.92K 0.07% 135
2022
Q3 		$370K Sell
1,439
-403
-22% -$116K 0.07% 124
2022
Q2 		$511K Sell
1,842
-1,955
-51% -$587K 0.09% 105
2022
Q1 		$1.28M Buy
3,797
+127
+3% +$42.8K 0.55% 39
2021
Q4 		$1.52M Buy
+3,670
New +$1.34M 0.65% 35

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

Guardian Wealth Advisors (North Carolina)'s ACN Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Accenture (ACN) stake by 12% in Q1 2026, selling an estimated $89.5K and leaving 2,829 shares worth $561K. The position accounts for 0.04% of the portfolio, ranked #203.

Guardian Wealth Advisors (North Carolina) first reported a position in ACN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,829 shares of Accenture worth $561K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 384 Accenture shares in Q1 2026, an estimated $89.5K.
  • Accenture made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #203 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Accenture in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Accenture position peaked at $1.52M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.