MWM
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Meridian Wealth Management’s Accenture ACN Stock Holding History

Meridian Wealth Management’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
-874
Closed -$235K – 776
2025
Q4 		$235K Sell
874
-916
-51% -$233K 0.01% 683
2025
Q3 		$442K Sell
1,790
-726
-29% -$189K 0.02% 502
2025
Q2 		$752K Sell
2,516
-11,608
-82% -$3.54M 0.03% 364
2025
Q1 		$4.41M Buy
14,124
+456
+3% +$161K 0.21% 104
2024
Q4 		$4.81M Buy
13,668
+263
+2% +$94.7K 0.23% 96
2024
Q3 		$4.74M Buy
13,405
+309
+2% +$102K 0.23% 92
2024
Q2 		$3.97M Buy
+13,096
New +$4.01M 0.47% 50
2024
Q1 		– Sell
-11,924
Closed -$4.18M – 201
2023
Q4 		$4.18M Buy
11,924
+9,382
+369% +$3.02M 0.27% 83
2023
Q3 		$781K Sell
2,542
-248
-9% -$78.1K 0.05% 283
2023
Q2 		$861K Sell
2,790
-44
-2% -$12.8K 0.07% 223
2023
Q1 		$810K Sell
2,834
-26
-0.9% -$7.09K 0.07% 237
2022
Q4 		$763K Buy
2,860
+1,343
+89% +$371K 0.07% 237
2022
Q3 		$390K Sell
1,517
-1,886
-55% -$545K 0.04% 318
2022
Q2 		$945K Buy
3,403
+184
+6% +$55.3K 0.08% 255
2022
Q1 		$1.09M Buy
3,219
+171
+6% +$57.7K 0.12% 149
2021
Q4 		$1.26M Sell
3,048
-124
-4% -$45.2K 0.14% 137
2021
Q3 		$1.01M Sell
3,172
-322
-9% -$105K 0.13% 148
2021
Q2 		$1.03M Sell
3,494
-318
-8% -$91.1K 0.13% 145
2021
Q1 		$1.05M Buy
3,812
+2,343
+159% +$606K 0.15% 131
2020
Q4 		$383K Buy
+1,469
New +$352K 0.06% 230

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 Management's ACN Position: Q1 2026 in Review

Meridian Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 874 shares — an estimated $235K sold.

Meridian Wealth Management first reported a position in ACN in Q4 2020 and held it in 20 quarters. The position peaked at $4.81M in Q4 2024. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Meridian Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 874 Accenture shares in Q1 2026, an estimated $235K.
  • Meridian Wealth Management first reported a position in Accenture in Q4 2020 and held it in 20 quarters.
  • Meridian Wealth Management's Accenture position peaked at $4.81M in Q4 2024.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.