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Valley Wealth Managers’s Accenture ACN Stock Holding History

Valley Wealth Managers’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 		$15.1M Sell
75,916
-2,193
-3% -$511K 0.97% 42
2025
Q4 		$21M Buy
78,109
+1,847
+2% +$469K 1.34% 29
2025
Q3 		$18.8M Buy
76,262
+19,169
+34% +$5M 1.24% 41
2025
Q2 		$17.1M Buy
57,093
+528
+0.9% +$161K 1.23% 40
2025
Q1 		$17.7M Sell
56,565
-1,010
-2% -$357K 1.34% 36
2024
Q4 		$20.3M Sell
57,575
-225
-0.4% -$81K 1.51% 26
2024
Q3 		$20.4M Buy
57,800
+571
+1% +$188K 1.51% 23
2024
Q2 		$17.4M Sell
57,229
-1,630
-3% -$499K 1.38% 31
2024
Q1 		$20.4M Sell
58,859
-2,965
-5% -$1.08M 1.54% 25
2023
Q4 		$21.7M Sell
61,824
-930
-1% -$300K 1.69% 16
2023
Q3 		$19.3M Sell
62,754
-2,757
-4% -$869K 1.61% 18
2023
Q2 		$20.2M Sell
65,511
-1,852
-3% -$538K 1.82% 13
2023
Q1 		$19.3M Buy
67,363
+912
+1% +$249K 1.75% 18
2022
Q4 		$17.7M Sell
66,451
-162
-0.2% -$44.8K 1.65% 27
2022
Q3 		$17.1M Sell
66,613
-113
-0.2% -$32.7K 1.71% 19
2022
Q2 		$18.5M Sell
66,726
-121
-0.2% -$36.4K 1.73% 18
2022
Q1 		$22.5M Sell
66,847
-1,072
-2% -$362K 1.88% 14
2021
Q4 		$28.2M Sell
67,919
-5,045
-7% -$1.84M 2.26% 5
2021
Q3 		$23.3M Sell
72,964
-3,771
-5% -$1.23M 2.04% 4
2021
Q2 		$22.6M Sell
76,735
-3,475
-4% -$995K 1.91% 8
2021
Q1 		$22.2M Sell
80,210
-2,916
-4% -$754K 1.99% 8
2020
Q4 		$21.7M Sell
83,126
-4,293
-5% -$1.03M 2.12% 5
2020
Q3 		$19.8M Sell
87,419
-4,280
-5% -$980K 2.17% 8
2020
Q2 		$19.7M Sell
91,699
-5,459
-6% -$1.03M 2.21% 6
2020
Q1 		$15.9M Sell
97,158
-2,405
-2% -$463K 2.06% 13
2019
Q4 		$21M Sell
99,563
-336
-0.3% -$65.5K 2.1% 7
2019
Q3 		$19.2M Sell
99,899
-7,553
-7% -$1.46M 2.04% 14
2019
Q2 		$19.9M Sell
107,452
-4,370
-4% -$785K 2.11% 11
2019
Q1 		$19.7M Sell
111,822
-1,834
-2% -$288K 2.15% 9
2018
Q4 		$16M Sell
113,656
-1,946
-2% -$308K 2.09% 19
2018
Q3 		$19.7M Sell
115,602
-4,774
-4% -$795K 2.32% 11
2018
Q2 		$19.7M Sell
120,376
-2,840
-2% -$442K 2.4% 6
2018
Q1 		$18.9M Sell
123,216
-1,885
-2% -$299K 2.3% 10
2017
Q4 		$19.2M Sell
125,101
-4,842
-4% -$702K 2.3% 7
2017
Q3 		$17.6M Buy
129,943
+638
+0.5% +$83.1K 2.21% 10
2017
Q2 		$16M Buy
129,305
+318
+0.2% +$38.7K 2.14% 16
2017
Q1 		$15.5M Buy
128,987
+4,495
+4% +$537K 2.05% 16
2016
Q4 		$14.6M Buy
124,492
+1,139
+0.9% +$135K 2.09% 18
2016
Q3 		$15.1M Buy
123,353
+480
+0.4% +$54.7K 2.21% 12
2016
Q2 		$13.9M Sell
122,873
-3,938
-3% -$457K 2.12% 15
2016
Q1 		$14.6M Sell
126,811
-3,351
-3% -$344K 2.47% 5
2015
Q4 		$13.6M Sell
130,162
-6,877
-5% -$726K 2.44% 8
2015
Q3 		$13.5M Sell
137,039
-61
-0% -$6.05K 2.45% 7
2015
Q2 		$13.3M Sell
137,100
-3,889
-3% -$372K 2.31% 13
2015
Q1 		$13.2M Buy
140,989
+1,399
+1% +$125K 2.27% 15
2014
Q4 		$12.5M Buy
139,590
+2,040
+1% +$169K 2.23% 18
2014
Q3 		$11.2M Buy
137,550
+1,510
+1% +$121K 2.14% 22
2014
Q2 		$11M Buy
136,040
+1,895
+1% +$152K 2.09% 26
2014
Q1 		$10.7M Sell
134,145
-1,520
-1% -$125K 2.14% 23
2013
Q4 		$11.2M Sell
135,665
-685
-0.5% -$51.8K 2.29% 16
2013
Q3 		$10M Buy
136,350
+2,875
+2% +$213K 2.19% 18
2013
Q2 		$9.61M Buy
+133,475
New +$10.6M 2.18% 16

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

Valley Wealth Managers's ACN Position: Q1 2026 in Review

Valley Wealth Managers reduced its Accenture (ACN) stake by 2.8% in Q1 2026, selling an estimated $511K and leaving 75,916 shares worth $15.1M. The position accounts for 0.97% of the portfolio, ranked #42.

Valley Wealth Managers first reported a position in ACN in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.2M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Valley Wealth Managers held 75,916 shares of Accenture worth $15.1M as of Q1 2026.
  • Valley Wealth Managers sold 2,193 Accenture shares in Q1 2026, an estimated $511K.
  • Accenture made up 0.97% of Valley Wealth Managers's portfolio in Q1 2026, its #42 holding.
  • Valley Wealth Managers first reported a position in Accenture in Q2 2013 and has held it in 52 quarters since.
  • Valley Wealth Managers's Accenture position peaked at $28.2M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

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