Valley National Advisers’s Accenture ACN Stock Holding History

Valley National Advisers’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	$12K	Sell	61 -11	-15%	-$2.56K	﹤0.01%	568
2025 Q4	$19K	Buy	72 +13	+22%	+$3.3K	﹤0.01%	507
2025 Q3	$14K	Sell	59 -12	-17%	-$3.13K	﹤0.01%	513
2025 Q2	$21K	Buy	71 +3	+4%	+$914	﹤0.01%	475
2025 Q1	$21K	Buy	68 +2	+3%	+$706	﹤0.01%	476
2024 Q4	$23K	Hold	66	–	–	﹤0.01%	442
2024 Q3	$23K	Sell	66 -250	-79%	-$82.2K	﹤0.01%	430
2024 Q2	$95K	Sell	316 -65	-17%	-$19.9K	0.01%	313
2024 Q1	$132K	Sell	381 -32	-8%	-$11.7K	0.02%	283
2023 Q4	$144K	Buy	413 +246	+147%	+$79.3K	0.02%	268
2023 Q3	$51K	Buy	167 +48	+40%	+$15.1K	0.01%	382
2023 Q2	$37K	Buy	119 +5	+4%	+$1.45K	0.01%	430
2023 Q1	$32K	Hold	114	–	–	0.01%	450
2022 Q4	$32K	Hold	114	–	–	0.01%	432
2022 Q3	$30K	Buy	114 +36	+46%	+$10.4K	0.01%	442
2022 Q2	$22K	Hold	78	–	–	﹤0.01%	462
2022 Q1	$26K	Hold	78	–	–	0.01%	470
2021 Q4	$32K	Hold	78	–	–	0.01%	434
2021 Q3	$25K	Hold	78	–	–	﹤0.01%	444
2021 Q2	$23K	Sell	78 -31	-28%	-$8.88K	﹤0.01%	462
2021 Q1	$30K	Sell	109 -39	-26%	-$10.1K	0.01%	389
2020 Q4	$39K	Hold	148	–	–	0.01%	341
2020 Q3	$33K	Sell	148 -20	-12%	-$4.58K	0.01%	325
2020 Q2	$36K	Hold	168	–	–	0.01%	318
2020 Q1	$27K	Hold	168	–	–	0.01%	334
2019 Q4	$35K	Buy	168 +14	+9%	+$2.73K	0.01%	348
2019 Q3	$30K	Sell	154 -23	-13%	-$4.45K	0.01%	360
2019 Q2	$33K	Hold	177	–	–	0.01%	325
2019 Q1	$31K	Hold	177	–	–	0.01%	332
2018 Q4	$25K	Buy	177 +73	+70%	+$11.5K	0.01%	329
2018 Q3	$18K	Hold	104	–	–	0.01%	373
2018 Q2	$17K	Buy	104 +30	+41%	+$4.67K	0.01%	366
2018 Q1	$11K	Hold	74	–	–	﹤0.01%	390
2017 Q4	$11K	Sell	74 -80	-52%	-$11.6K	﹤0.01%	393
2017 Q3	$21K	Sell	154 -5	-3%	-$651	0.01%	324
2017 Q2	$20K	Hold	159	–	–	0.01%	325
2017 Q1	$19K	Buy	159 +85	+115%	+$10.1K	0.01%	328
2016 Q4	$9K	Hold	74	–	–	﹤0.01%	415
2016 Q3	$9K	Hold	74	–	–	﹤0.01%	391
2016 Q2	$8K	Hold	74	–	–	﹤0.01%	402
2016 Q1	$9K	Sell	74 -19	-20%	-$1.95K	﹤0.01%	386
2015 Q4	$10K	Hold	93	–	–	0.01%	375
2015 Q3	$9K	Hold	93	–	–	0.01%	387
2015 Q2	$9K	Hold	93	–	–	0.01%	388
2015 Q1	$9K	Buy	93 +28	+43%	+$2.5K	0.01%	385
2014 Q4	$5K	Buy	+65	New	+$5.4K	﹤0.01%	331

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valley National Advisers's ACN Position: Q1 2026 in Review

Valley National Advisers reduced its Accenture (ACN) stake by 15% in Q1 2026, selling an estimated $2.56K and leaving 61 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Valley National Advisers first reported a position in ACN in Q4 2014 and has held it in 46 quarters since. The position peaked at $144K in Q4 2023. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Valley National Advisers held 61 shares of Accenture worth $12K as of Q1 2026.
Valley National Advisers sold 11 Accenture shares in Q1 2026, an estimated $2.56K.
Accenture made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #568 holding.
Valley National Advisers first reported a position in Accenture in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's Accenture position peaked at $144K in Q4 2023.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.