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Heritage Wealth Management (California)’s Accenture ACN Stock Holding History

Heritage Wealth Management (California)’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
Q1 		– Sell
-674
Closed -$237K – 85
2024
Q4 		$237K Buy
674
+31
+5% +$11.2K 0.17% 77
2024
Q3 		$227K Hold
643
– – 0.16% 87
2024
Q2 		$195K Sell
643
-16
-2% -$4.9K 0.14% 86
2024
Q1 		$228K Buy
659
+4
+0.6% +$1.46K 0.17% 78
2023
Q4 		$230K Buy
+655
New +$211K 0.18% 74

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (California)'s ACN Position: Q1 2025 in Review

Heritage Wealth Management (California) sold out of Accenture (ACN) in Q1 2025, closing a stake of 674 shares — an estimated $237K sold.

Heritage Wealth Management (California) first reported a position in ACN in Q4 2023 and held it in 5 quarters. The position peaked at $237K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Heritage Wealth Management (California) reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 674 Accenture shares in Q1 2025, an estimated $237K.
  • Heritage Wealth Management (California) first reported a position in Accenture in Q4 2023 and held it in 5 quarters.
  • Heritage Wealth Management (California)'s Accenture position peaked at $237K in Q4 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Heritage Wealth Management (California)'s 13F filing for Q1 2025, filed 30 Apr 2025.