IWA
ACN icon

IVC Wealth Advisors’s Accenture ACN Stock Holding History

IVC 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
-927
Closed -$249K – 174
2025
Q4 		$249K Buy
927
+44
+5% +$11.2K 0.11% 154
2025
Q3 		$218K Buy
883
+103
+13% +$26.9K 0.1% 172
2025
Q2 		$233K Buy
780
+88
+13% +$26.8K 0.11% 152
2025
Q1 		$216K Buy
+692
New +$244K 0.12% 148
2024
Q4 		– Sell
-675
Closed -$239K – 152
2024
Q3 		$239K Sell
675
-502
-43% -$165K 0.13% 144
2024
Q2 		$357K Sell
1,177
-2
-0.2% -$613 0.2% 106
2024
Q1 		$409K Buy
1,179
+49
+4% +$17.9K 0.24% 99
2023
Q4 		$397K Buy
1,130
+1
+0.1% +$322 0.25% 91
2023
Q3 		$347K Buy
1,129
+13
+1% +$4.1K 0.23% 101
2023
Q2 		$344K Sell
1,116
-43
-4% -$12.5K 0.22% 101
2023
Q1 		$331K Sell
1,159
-14
-1% -$3.82K 0.23% 99
2022
Q4 		$313K Sell
1,173
-34
-3% -$9.4K 0.23% 105
2022
Q3 		$311K Sell
1,207
-12
-1% -$3.47K 0.25% 94
2022
Q2 		$338K Sell
1,219
-127
-9% -$38.2K 0.26% 96
2022
Q1 		$454K Sell
1,346
-375
-22% -$126K 0.3% 83
2021
Q4 		$713K Buy
1,721
+7
+0.4% +$2.55K 0.46% 57
2021
Q3 		$548K Sell
1,714
-203
-11% -$66K 0.38% 71
2021
Q2 		$565K Buy
1,917
+76
+4% +$21.8K 0.4% 70
2021
Q1 		$509K Buy
1,841
+275
+18% +$71.1K 0.4% 72
2020
Q4 		$409K Buy
+1,566
New +$375K 0.39% 71

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

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

IVC Wealth Advisors sold out of Accenture (ACN) in Q1 2026, closing a stake of 927 shares — an estimated $249K sold.

IVC Wealth Advisors first reported a position in ACN in Q4 2020 and held it in 20 quarters. The position peaked at $713K in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • IVC Wealth Advisors reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 927 Accenture shares in Q1 2026, an estimated $249K.
  • IVC Wealth Advisors first reported a position in Accenture in Q4 2020 and held it in 20 quarters.
  • IVC Wealth Advisors's Accenture position peaked at $713K in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on IVC Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.