HWA
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HMV Wealth Advisors’s Accenture ACN Stock Holding History

HMV 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
Q1 		– Sell
-994
Closed -$267K – 82
2025
Q4 		$267K Hold
994
– – 0.13% 73
2025
Q3 		$245K Sell
994
-679
-41% -$177K 0.13% 74
2025
Q2 		$500K Sell
1,673
-620
-27% -$189K 0.33% 51
2025
Q1 		$716K Sell
2,293
-30
-1% -$10.6K 0.57% 40
2024
Q4 		$817K Buy
+2,323
New +$836K 0.82% 35

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HMV Wealth Advisors's ACN Position: Q1 2026 in Review

HMV Wealth Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 994 shares — an estimated $267K sold.

HMV Wealth Advisors first reported a position in ACN in Q4 2024 and held it in 5 quarters. The position peaked at $817K in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • HMV Wealth Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • HMV Wealth Advisors sold 994 Accenture shares in Q1 2026, an estimated $267K.
  • HMV Wealth Advisors first reported a position in Accenture in Q4 2024 and held it in 5 quarters.
  • HMV Wealth Advisors's Accenture position peaked at $817K in Q4 2024.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on HMV Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.