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Henrickson Nauta Wealth Advisors’s Accenture ACN Stock Holding History

Henrickson Nauta 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
Q2 		– Sell
-1,385
Closed -$275K – 119
2026
Q1 		$275K Sell
1,385
-848
-38% -$198K 0.08% 85
2025
Q4 		$616K Buy
2,233
+715
+47% +$182K 0.09% 61
2025
Q3 		$374K Buy
1,518
+114
+8% +$29.7K 0.12% 57
2025
Q2 		$420K Buy
1,404
+19
+1% +$5.79K 0.15% 50
2025
Q1 		$395K Sell
1,385
-11
-0.8% -$3.88K 0.16% 48
2024
Q4 		$491K Buy
1,396
+5
+0.4% +$1.8K 0.2% 45
2024
Q3 		$492K Buy
1,391
+6
+0.4% +$1.97K 0.2% 45
2024
Q2 		$420K Hold
1,385
– – 0.18% 49
2024
Q1 		$449K Sell
1,385
-4
-0.3% -$1.46K 0.2% 45
2023
Q4 		$487K Buy
1,389
+2
+0.1% +$645 0.24% 42
2023
Q3 		$426K Hold
1,387
– – 0.26% 32
2023
Q2 		$428K Hold
1,387
– – 0.29% 33
2023
Q1 		$396K Hold
1,387
– – 0.29% 32
2022
Q4 		$370K Hold
1,387
– – 0.29% 32
2022
Q3 		$357K Buy
1,387
+4
+0.3% +$1.16K 0.34% 28
2022
Q2 		$384K Hold
1,383
– – 0.35% 27
2022
Q1 		$466K Hold
1,383
– – 0.39% 21
2021
Q4 		$469K Buy
+1,383
New +$504K 0.38% 22

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's ACN Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,385 shares — an estimated $275K sold.

Henrickson Nauta Wealth Advisors first reported a position in ACN in Q4 2021 and held it in 18 quarters. The position peaked at $616K in Q4 2025. 496 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Henrickson Nauta Wealth Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 1,385 Accenture shares in Q2 2026, an estimated $275K.
  • Henrickson Nauta Wealth Advisors first reported a position in Accenture in Q4 2021 and held it in 18 quarters.
  • Henrickson Nauta Wealth Advisors's Accenture position peaked at $616K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.