Heritage Wealth Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.7K | Sell |
397
-91
| -19% | -$21.2K | ﹤0.01% | 274 |
|
|
2025
Q4 | $131K | Sell |
488
-1
| -0.2% | -$254 | 0.01% | 249 |
|
|
2025
Q3 | $121K | Sell |
489
-218
| -31% | -$56.8K | 0.01% | 239 |
|
|
2025
Q2 | $211K | Buy |
707
+1
| +0.1% | +$305 | 0.01% | 202 |
|
|
2025
Q1 | $220K | Sell |
706
-359
| -34% | -$127K | 0.01% | 192 |
|
|
2024
Q4 | $375K | Sell |
1,065
-31
| -3% | -$11.2K | 0.02% | 153 |
|
|
2024
Q3 | $387K | Buy |
1,096
+41
| +4% | +$13.5K | 0.02% | 160 |
|
|
2024
Q2 | $320K | Sell |
1,055
-71
| -6% | -$21.8K | 0.01% | 165 |
|
|
2024
Q1 | $390K | Hold |
1,126
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $395K | Buy |
1,126
+1
| +0.1% | +$322 | 0.02% | 160 |
|
|
2023
Q3 | $346K | Hold |
1,125
| – | – | 0.02% | 157 |
|
|
2023
Q2 | $347K | Sell |
1,125
-10
| -0.9% | -$2.91K | 0.02% | 160 |
|
|
2023
Q1 | $325K | Buy |
1,135
+108
| +11% | +$29.4K | 0.02% | 164 |
|
|
2022
Q4 | $274K | Buy |
1,027
+202
| +24% | +$55.9K | 0.02% | 181 |
|
|
2022
Q3 | $212K | Hold |
825
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $229K | Hold |
825
| – | – | 0.02% | 189 |
|
|
2022
Q1 | $278K | Hold |
825
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $342K | Sell |
825
-239
| -22% | -$87.1K | 0.02% | 157 |
|
|
2021
Q3 | $340K | Hold |
1,064
| – | – | 0.02% | 157 |
|
|
2021
Q2 | $314K | Sell |
1,064
-2,470
| -70% | -$707K | 0.02% | 168 |
|
|
2021
Q1 | $976K | Sell |
3,534
-6,283
| -64% | -$1.62M | 0.06% | 85 |
|
|
2020
Q4 | $2.56M | Buy |
9,817
+9,578
| +4,008% | +$2.3M | 0.16% | 49 |
|
|
2020
Q3 | $53.9K | Buy |
+239
| New | +$54.7K | 0.01% | 261 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$3.37K | – | 442 |
|
|
2019
Q4 | $3.37K | Buy |
+16
| New | +$3.12K | ﹤0.01% | 476 |
|
|
2019
Q3 | – | Sell |
-137
| Closed | -$25.3K | – | 430 |
|
|
2019
Q2 | $25.3K | Hold |
137
| – | – | ﹤0.01% | 317 |
|
|
2019
Q1 | $24.1K | Hold |
137
| – | – | ﹤0.01% | 289 |
|
|
2018
Q4 | $19K | Hold |
137
| – | – | ﹤0.01% | 267 |
|
|
2018
Q3 | $23K | Buy |
+137
| New | +$22.8K | ﹤0.01% | 256 |
|
|
2016
Q3 | – | Sell |
-2,937
| Closed | -$334K | – | 85 |
|
|
2016
Q2 | $334K | Buy |
2,937
+252
| +9% | +$29.2K | 0.23% | 61 |
|
|
2016
Q1 | $310K | Hold |
2,685
| – | – | 0.24% | 58 |
|
|
2015
Q4 | $281K | Hold |
2,685
| – | – | 0.24% | 62 |
|
|
2015
Q3 | $265K | Hold |
2,685
| – | – | 0.23% | 63 |
|
|
2015
Q2 | $259K | Buy |
+2,685
| New | +$257K | 0.22% | 73 |
|
|
2015
Q1 | – | Sell |
-2,685
| Closed | -$241K | – | 91 |
|
|
2014
Q4 | $241K | Buy |
+2,685
| New | +$223K | 0.22% | 81 |
|
Other funds holding ACN
VCM
VPM
Heritage Wealth Advisors's ACN Position: Q1 2026 in Review
Heritage Wealth Advisors reduced its Accenture (ACN) stake by 19% in Q1 2026, selling an estimated $21.2K and leaving 397 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #274.
Heritage Wealth Advisors first reported a position in ACN in Q4 2014 and has held it in 34 quarters since. The position peaked at $2.56M in Q4 2020. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Heritage Wealth Advisors held 397 shares of Accenture worth $78.7K as of Q1 2026.
- Heritage Wealth Advisors sold 91 Accenture shares in Q1 2026, an estimated $21.2K.
- Accenture made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #274 holding.
- Heritage Wealth Advisors first reported a position in Accenture in Q4 2014 and has held it in 34 quarters since.
- Heritage Wealth Advisors's Accenture position peaked at $2.56M in Q4 2020.
- 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.