Heartwood Wealth Advisors’s Accenture ACN Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-128	Closed	-$31.6K	–	209
2025 Q3	$31.6K	Buy	+128	New	+$33.4K	﹤0.01%	334

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's ACN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Accenture (ACN) in Q4 2025, closing a stake of 128 shares — an estimated $31.6K sold.

Heartwood Wealth Advisors first reported a position in ACN in Q3 2025 and held it in 1 quarter. The position peaked at $31.6K in Q3 2025. 2,372 funds tracked by Wall St. Rank hold ACN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Accenture position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 128 Accenture shares in Q4 2025, an estimated $31.6K.
Heartwood Wealth Advisors first reported a position in Accenture in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Accenture position peaked at $31.6K in Q3 2025.
2,372 funds tracked by Wall St. Rank held Accenture as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.