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Meridian Wealth Advisors’s Accenture ACN Stock Holding History

Meridian 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 		$253K Sell
1,277
-73
-5% -$17K 0.03% 177
2025
Q4 		$362K Sell
1,350
-119
-8% -$30.2K 0.05% 140
2025
Q3 		$362K Buy
1,469
+34
+2% +$8.87K 0.05% 143
2025
Q2 		$429K Sell
1,435
-14
-1% -$4.26K 0.07% 129
2025
Q1 		$452K Sell
1,449
-99
-6% -$35K 0.08% 116
2024
Q4 		$544K Buy
1,548
+6
+0.4% +$2.16K 0.09% 112
2024
Q3 		$545K Sell
1,542
-27
-2% -$8.88K 0.09% 107
2024
Q2 		$476K Buy
1,569
+38
+2% +$11.6K 0.08% 117
2024
Q1 		$531K Hold
1,531
– – 0.1% 107
2023
Q4 		$537K Sell
1,531
-50
-3% -$16.1K 0.12% 106
2023
Q3 		$485K Buy
1,581
+49
+3% +$15.4K 0.12% 106
2023
Q2 		$473K Buy
1,532
+8
+0.5% +$2.33K 0.11% 112
2023
Q1 		$436K Sell
1,524
-47
-3% -$12.8K 0.11% 121
2022
Q4 		$419K Sell
1,571
-148
-9% -$40.9K 0.11% 124
2022
Q3 		$442K Buy
1,719
+1
+0.1% +$289 0.12% 122
2022
Q2 		$477K Sell
1,718
-572
-25% -$172K 0.13% 124
2022
Q1 		$772K Sell
2,290
-1
-0% -$337 0.18% 103
2021
Q4 		$950K Buy
2,291
+607
+36% +$221K 0.23% 86
2021
Q3 		$539K Buy
1,684
+4
+0.2% +$1.3K 0.15% 116
2021
Q2 		$495K Sell
1,680
-40
-2% -$11.5K 0.14% 122
2021
Q1 		$475K Sell
1,720
-554
-24% -$143K 0.16% 113
2020
Q4 		$594K Sell
2,274
-705
-24% -$169K 0.22% 94
2020
Q3 		$673K Sell
2,979
-632
-18% -$145K 0.29% 75
2020
Q2 		$775K Buy
3,611
+27
+0.8% +$5.11K 0.36% 62
2020
Q1 		$585K Sell
3,584
-480
-12% -$92.5K 0.32% 66
2019
Q4 		$856K Buy
4,064
+23
+0.6% +$4.48K 0.34% 60
2019
Q3 		$777K Buy
+4,041
New +$782K 0.33% 63

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

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

Meridian Wealth Advisors reduced its Accenture (ACN) stake by 5.4% in Q1 2026, selling an estimated $17K and leaving 1,277 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #177.

Meridian Wealth Advisors first reported a position in ACN in Q3 2019 and has held it in 27 quarters since. The position peaked at $950K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Meridian Wealth Advisors held 1,277 shares of Accenture worth $253K as of Q1 2026.
  • Meridian Wealth Advisors sold 73 Accenture shares in Q1 2026, an estimated $17K.
  • Accenture made up 0.03% of Meridian Wealth Advisors's portfolio in Q1 2026, its #177 holding.
  • Meridian Wealth Advisors first reported a position in Accenture in Q3 2019 and has held it in 27 quarters since.
  • Meridian Wealth Advisors's Accenture position peaked at $950K in Q4 2021.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.