Regal Investment Advisors’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 | $1.04M | Buy |
5,258
+68
| +1% | +$15.8K | 0.06% | 284 |
|
|
2025
Q4 | $1.39M | Buy |
5,190
+255
| +5% | +$64.8K | 0.08% | 232 |
|
|
2025
Q3 | $1.22M | Buy |
4,935
+52
| +1% | +$13.6K | 0.08% | 230 |
|
|
2025
Q2 | $1.46M | Sell |
4,883
-4
| -0.1% | -$1.22K | 0.11% | 188 |
|
|
2025
Q1 | $1.52M | Sell |
4,887
-584
| -11% | -$206K | 0.12% | 172 |
|
|
2024
Q4 | $1.92M | Buy |
5,471
+4,417
| +419% | +$1.59M | 0.14% | 164 |
|
|
2024
Q3 | $372K | Sell |
1,054
-151
| -13% | -$49.7K | 0.03% | 401 |
|
|
2024
Q2 | $366K | Sell |
1,205
-56
| -4% | -$17.2K | 0.02% | 414 |
|
|
2024
Q1 | $437K | Sell |
1,261
-816
| -39% | -$297K | 0.03% | 384 |
|
|
2023
Q4 | $729K | Buy |
2,077
+90
| +5% | +$29K | 0.06% | 269 |
|
|
2023
Q3 | $610K | Sell |
1,987
-25
| -1% | -$7.88K | 0.05% | 263 |
|
|
2023
Q2 | $621K | Buy |
2,012
+44
| +2% | +$12.8K | 0.05% | 263 |
|
|
2023
Q1 | $563K | Buy |
1,968
+8
| +0.4% | +$2.18K | 0.05% | 271 |
|
|
2022
Q4 | $523K | Buy |
1,960
+23
| +1% | +$6.36K | 0.05% | 269 |
|
|
2022
Q3 | $498K | Sell |
1,937
-178
| -8% | -$51.4K | 0.05% | 269 |
|
|
2022
Q2 | $587K | Buy |
2,115
+43
| +2% | +$12.9K | 0.06% | 254 |
|
|
2022
Q1 | $699K | Buy |
2,072
+84
| +4% | +$28.3K | 0.06% | 263 |
|
|
2021
Q4 | $824K | Buy |
1,988
+142
| +8% | +$51.8K | 0.07% | 268 |
|
|
2021
Q3 | $591K | Buy |
1,846
+202
| +12% | +$65.7K | 0.06% | 309 |
|
|
2021
Q2 | $485K | Buy |
+1,644
| New | +$471K | 0.05% | 333 |
|
|
2021
Q1 | – | Sell |
-1,327
| Closed | -$347K | – | 33 |
|
|
2020
Q4 | $347K | Buy |
+1,327
| New | +$318K | 0.04% | 335 |
|
|
2020
Q3 | – | Sell |
-1,236
| Closed | -$265K | – | 29 |
|
|
2020
Q2 | $265K | Buy |
+1,236
| New | +$234K | 0.05% | 264 |
|
|
2020
Q1 | – | Sell |
-1,070
| Closed | -$225K | – | 32 |
|
|
2019
Q4 | $225K | Sell |
1,070
-21
| -2% | -$4.09K | 0.04% | 300 |
|
|
2019
Q3 | $210K | Buy |
+1,091
| New | +$211K | 0.04% | 291 |
|
|
2019
Q1 | – | Sell |
-1,057
| Closed | -$149K | – | 355 |
|
|
2018
Q4 | $149K | Buy |
+1,057
| New | +$167K | 0.03% | 322 |
|
|
2015
Q4 | – | Sell |
-1,109
| Closed | -$108K | – | 271 |
|
|
2015
Q3 | $108K | Buy |
1,109
+235
| +27% | +$23.3K | 0.03% | 333 |
|
|
2015
Q2 | $84K | Hold |
874
| – | – | 0.02% | 362 |
|
|
2015
Q1 | $82K | Sell |
874
-1,661
| -66% | -$148K | 0.02% | 366 |
|
|
2014
Q4 | $226K | Buy |
2,535
+566
| +29% | +$47K | 0.06% | 210 |
|
|
2014
Q3 | $160K | Buy |
1,969
+1,332
| +209% | +$107K | 0.05% | 244 |
|
|
2014
Q2 | $51K | Buy |
637
+231
| +57% | +$18.5K | 0.02% | 383 |
|
|
2014
Q1 | $32K | Buy |
406
+71
| +21% | +$5.83K | 0.01% | 428 |
|
|
2013
Q4 | $28K | Buy |
+335
| New | +$25.3K | 0.02% | 387 |
|
Other funds holding ACN
VCM
VPM
Regal Investment Advisors's ACN Position: Q1 2026 in Review
Regal Investment Advisors increased its Accenture (ACN) stake by 1.3% in Q1 2026, buying an estimated $15.8K and bringing the position to 5,258 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #284.
Regal Investment Advisors first reported a position in ACN in Q4 2013 and has held it in 33 quarters since. The position peaked at $1.92M in Q4 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.
- Regal Investment Advisors held 5,258 shares of Accenture worth $1.04M as of Q1 2026.
- Regal Investment Advisors bought 68 Accenture shares in Q1 2026, an estimated $15.8K.
- Accenture made up 0.06% of Regal Investment Advisors's portfolio in Q1 2026, its #284 holding.
- Regal Investment Advisors first reported a position in Accenture in Q4 2013 and has held it in 33 quarters since.
- Regal Investment Advisors's Accenture position peaked at $1.92M in Q4 2024.
- 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.