Modera Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91M | Buy |
9,622
+1,400
| +17% | +$326K | 0.02% | 262 |
|
|
2025
Q4 | $2.21M | Buy |
8,222
+1,558
| +23% | +$396K | 0.03% | 257 |
|
|
2025
Q3 | $1.64M | Sell |
6,664
-468
| -7% | -$122K | 0.02% | 278 |
|
|
2025
Q2 | $2.13M | Sell |
7,132
-71
| -1% | -$21.6K | 0.03% | 254 |
|
|
2025
Q1 | $2.25M | Sell |
7,203
-295
| -4% | -$104K | 0.03% | 235 |
|
|
2024
Q4 | $2.64M | Buy |
7,498
+1,092
| +17% | +$393K | 0.03% | 227 |
|
|
2024
Q3 | $2.26M | Buy |
6,406
+343
| +6% | +$113K | 0.03% | 225 |
|
|
2024
Q2 | $1.84M | Buy |
6,063
+171
| +3% | +$52.4K | 0.03% | 228 |
|
|
2024
Q1 | $2.04M | Buy |
5,892
+94
| +2% | +$34.3K | 0.03% | 223 |
|
|
2023
Q4 | $2.03M | Sell |
5,798
-305
| -5% | -$98.3K | 0.03% | 219 |
|
|
2023
Q3 | $1.87M | Buy |
6,103
+242
| +4% | +$76.2K | 0.04% | 221 |
|
|
2023
Q2 | $1.81M | Buy |
5,861
+1,891
| +48% | +$549K | 0.03% | 233 |
|
|
2023
Q1 | $1.13M | Buy |
3,970
+346
| +10% | +$94.3K | 0.04% | 146 |
|
|
2022
Q4 | $967K | Sell |
3,624
-297
| -8% | -$82.2K | 0.04% | 156 |
|
|
2022
Q3 | $1.01M | Sell |
3,921
-377
| -9% | -$109K | 0.05% | 135 |
|
|
2022
Q2 | $1.19M | Sell |
4,298
-226
| -5% | -$67.9K | 0.06% | 130 |
|
|
2022
Q1 | $1.53M | Sell |
4,524
-4,588
| -50% | -$1.55M | 0.07% | 121 |
|
|
2021
Q4 | $3.78M | Buy |
9,112
+5,585
| +158% | +$2.04M | 0.14% | 72 |
|
|
2021
Q3 | $1.13M | Sell |
3,527
-22
| -0.6% | -$7.16K | 0.06% | 97 |
|
|
2021
Q2 | $1.05M | Buy |
3,549
+14
| +0.4% | +$4.01K | 0.06% | 101 |
|
|
2021
Q1 | $976K | Sell |
3,535
-1
| -0% | -$258 | 0.06% | 95 |
|
|
2020
Q4 | $923K | Buy |
3,536
+62
| +2% | +$14.9K | 0.07% | 99 |
|
|
2020
Q3 | $785K | Sell |
3,474
-18
| -0.5% | -$4.12K | 0.12% | 64 |
|
|
2020
Q2 | $750K | Sell |
3,492
-97
| -3% | -$18.3K | 0.12% | 65 |
|
|
2020
Q1 | $586K | Sell |
3,589
-14
| -0.4% | -$2.7K | 0.12% | 72 |
|
|
2019
Q4 | $759K | Sell |
3,603
-109
| -3% | -$21.2K | 0.12% | 61 |
|
|
2019
Q3 | $714K | Sell |
3,712
-179
| -5% | -$34.6K | 0.12% | 60 |
|
|
2019
Q2 | $719K | Buy |
3,891
+57
| +1% | +$10.2K | 0.13% | 58 |
|
|
2019
Q1 | $675K | Buy |
3,834
+70
| +2% | +$11K | 0.13% | 60 |
|
|
2018
Q4 | $531K | Sell |
3,764
-108
| -3% | -$17.1K | 0.1% | 69 |
|
|
2018
Q3 | $659K | Buy |
3,872
+343
| +10% | +$57.1K | 0.13% | 62 |
|
|
2018
Q2 | $577K | Buy |
3,529
+1
| +0% | +$156 | 0.12% | 65 |
|
|
2018
Q1 | $542K | Sell |
3,528
-190
| -5% | -$30.1K | 0.11% | 64 |
|
|
2017
Q4 | $569K | Sell |
3,718
-1,605
| -30% | -$233K | 0.12% | 65 |
|
|
2017
Q3 | $719K | Sell |
5,323
-71
| -1% | -$9.25K | 0.16% | 55 |
|
|
2017
Q2 | $667K | Sell |
5,394
-1,159
| -18% | -$141K | 0.16% | 55 |
|
|
2017
Q1 | $786K | Sell |
6,553
-137
| -2% | -$16.4K | 0.2% | 47 |
|
|
2016
Q4 | $784K | Buy |
6,690
+63
| +1% | +$7.48K | 0.26% | 43 |
|
|
2016
Q3 | $810K | Buy |
6,627
+1,620
| +32% | +$184K | 0.27% | 41 |
|
|
2016
Q2 | $567K | Sell |
5,007
-1,625
| -25% | -$188K | 0.2% | 47 |
|
|
2016
Q1 | $765K | Buy |
+6,632
| New | +$681K | 0.27% | 42 |
|
Other funds holding ACN
VCM
VPM
Modera Wealth Management's ACN Position: Q1 2026 in Review
Modera Wealth Management increased its Accenture (ACN) stake by 17% in Q1 2026, buying an estimated $326K and bringing the position to 9,622 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #262.
Modera Wealth Management first reported a position in ACN in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.78M in Q4 2021. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Modera Wealth Management held 9,622 shares of Accenture worth $1.91M as of Q1 2026.
- Modera Wealth Management bought 1,400 Accenture shares in Q1 2026, an estimated $326K.
- Accenture made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #262 holding.
- Modera Wealth Management first reported a position in Accenture in Q1 2016 and has held it in 41 quarters since.
- Modera Wealth Management's Accenture position peaked at $3.78M in Q4 2021.
- 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.