Herold Advisors
ACN icon

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
Q3 		$598K Buy
3,259
+741
+29% +$125K 0.12% 165
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% +$6.74K 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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Herold Advisors's ACN Position: Q3 2026 in Review

Herold Advisors increased its Accenture (ACN) stake by 29% in Q3 2026, buying an estimated $125K and bringing the position to 3,259 shares worth $598K. The position accounts for 0.12% of the portfolio, ranked #165.

Herold Advisors first reported a position in ACN in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.89M in Q4 2021. 417 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Herold Advisors held 3,259 shares of Accenture worth $598K as of Q3 2026.
  • Herold Advisors bought 741 Accenture shares in Q3 2026, an estimated $125K.
  • Accenture made up 0.12% of Herold Advisors's portfolio in Q3 2026, its #165 holding.
  • Herold Advisors first reported a position in Accenture in Q3 2021 and has held it in 17 quarters since.
  • Herold Advisors's Accenture position peaked at $1.89M in Q4 2021.
  • 417 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.