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Herold Advisors’s Accenture ACN Stock Holding History

Herold 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 		$312K Buy
2,518
+488
+24% +$84.7K 0.06% 221
2026
Q1 		$403K Buy
2,030
+370
+22% +$86.2K 0.09% 190
2025
Q4 		$445K Sell
1,660
-65
-4% -$16.5K 0.1% 180
2025
Q3 		$425K Sell
1,725
-339
-16% -$88.4K 0.1% 173
2025
Q2 		$617K Buy
2,064
+428
+26% +$130K 0.13% 168
2025
Q1 		$510K Sell
1,636
-620
-27% -$219K 0.11% 179
2024
Q4 		$794K Sell
2,256
-333
-13% -$120K 0.17% 143
2024
Q3 		$915K Sell
2,589
-119
-4% -$39.1K 0.2% 137
2024
Q2 		$822K Buy
2,708
+481
+22% +$147K 0.19% 139
2024
Q1 		$772K Sell
2,227
-133
-6% -$48.5K 0.19% 140
2023
Q4 		$828K Hold
2,360
– – 0.23% 121
2023
Q3 		$725K Buy
+2,360
New +$744K 0.22% 126
2022
Q3 		– Sell
-4,570
Closed -$1.27M – 190
2022
Q2 		$1.27M Hold
4,570
– – 0.57% 61
2022
Q1 		$1.54M Buy
4,570
+20
+0.4% +$6.75K 0.55% 56
2021
Q4 		$1.89M Buy
4,550
+75
+2% +$27.3K 0.73% 43
2021
Q3 		$1.43M Buy
+4,475
New +$1.46M 0.56% 55

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Herold Advisors's ACN Position: Q2 2026 in Review

Herold Advisors increased its Accenture (ACN) stake by 24% in Q2 2026, buying an estimated $84.7K and bringing the position to 2,518 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #221.

Herold Advisors first reported a position in ACN in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.89M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Herold Advisors held 2,518 shares of Accenture worth $312K as of Q2 2026.
  • Herold Advisors bought 488 Accenture shares in Q2 2026, an estimated $84.7K.
  • Accenture made up 0.06% of Herold Advisors's portfolio in Q2 2026, its #221 holding.
  • Herold Advisors first reported a position in Accenture in Q3 2021 and has held it in 16 quarters since.
  • Herold Advisors's Accenture position peaked at $1.89M in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.