Heirloom Wealth Management’s Accenture ACN Stock Holding History

Heirloom 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	$385K	Hold	1,940	–	–	0.07%	74
2025 Q4	$521K	Sell	1,940 -1	-0.1%	-$254	0.12%	32
2025 Q3	$479K	Buy	1,941 +1	+0.1%	+$261	0.12%	32
2025 Q2	$580K	Hold	1,940	–	–	0.15%	29
2025 Q1	$605K	Sell	1,940 -48	-2%	-$17K	0.17%	27
2024 Q4	$699K	Sell	1,988 -883	-31%	-$318K	0.21%	28
2024 Q3	$1.01M	Sell	2,871 -3	-0.1%	-$987	0.32%	25
2024 Q2	$872K	Hold	2,874	–	–	0.28%	27
2024 Q1	$996K	Sell	2,874 -3	-0.1%	-$1.09K	0.34%	27
2023 Q4	$1.01M	Sell	2,877 -380	-12%	-$123K	0.39%	25
2023 Q3	$1M	Sell	3,257 -7	-0.2%	-$2.21K	0.44%	24
2023 Q2	$1.01M	Hold	3,264	–	–	0.44%	26
2023 Q1	$933K	Hold	3,264	–	–	0.45%	27
2022 Q4	$871K	Buy	+3,264	New	+$903K	0.54%	26
2022 Q2	$1.01M	Hold	3,264	–	–	0.83%	18
2022 Q1	$936K	Hold	3,264	–	–	0.65%	20
2021 Q4	$1.11M	Buy	+3,264	New	+$1.19M	0.95%	20

Other funds holding ACN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $1.47T AUM 27.86% 1-Year Est. Return