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 Q2	$241K	Hold	1,940	–	–	0.04%	56
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heirloom Wealth Management's ACN Position: Q2 2026 in Review

Heirloom Wealth Management held its Accenture (ACN) position steady in Q2 2026 at 1,940 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #56.

Heirloom Wealth Management first reported a position in ACN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Heirloom Wealth Management held 1,940 shares of Accenture worth $241K as of Q2 2026.
Heirloom Wealth Management left its Accenture share count unchanged in Q2 2026.
Accenture made up 0.04% of Heirloom Wealth Management's portfolio in Q2 2026, its #56 holding.
Heirloom Wealth Management first reported a position in Accenture in Q4 2021 and has held it in 18 quarters since.
Heirloom Wealth Management's Accenture position peaked at $1.11M in Q4 2021.
1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.