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YHB Investment Advisors’s Accenture ACN Stock Holding History

YHB Investment Advisors’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
Q2 		– Sell
-1,310
Closed -$260K – 315
2026
Q1 		$260K Sell
1,310
-702
-35% -$164K 0.02% 274
2025
Q4 		$540K Buy
2,012
+396
+25% +$101K 0.04% 210
2025
Q3 		$399K Sell
1,616
-740
-31% -$193K 0.03% 228
2025
Q2 		$704K Sell
2,356
-7,191
-75% -$2.19M 0.05% 189
2025
Q1 		$2.98M Buy
9,547
+184
+2% +$65K 0.25% 92
2024
Q4 		$3.29M Buy
9,363
+863
+10% +$311K 0.27% 86
2024
Q3 		$3M Buy
8,500
+765
+10% +$252K 0.25% 93
2024
Q2 		$2.35M Buy
7,735
+1,667
+27% +$511K 0.2% 103
2024
Q1 		$2.1M Buy
6,068
+5,114
+536% +$1.86M 0.19% 112
2023
Q4 		$335K Hold
954
– – 0.03% 219
2023
Q3 		$293K Hold
954
– – 0.03% 227
2023
Q2 		$294K Buy
954
+25
+3% +$7.26K 0.03% 228
2023
Q1 		$266K Hold
929
– – 0.03% 241
2022
Q4 		$248K Hold
929
– – 0.03% 252
2022
Q3 		$239K Hold
929
– – 0.03% 247
2022
Q2 		$258K Hold
929
– – 0.03% 239
2022
Q1 		$313K Hold
929
– – 0.03% 235
2021
Q4 		$385K Buy
929
+10
+1% +$3.65K 0.03% 230
2021
Q3 		$294K Buy
919
+22
+2% +$7.16K 0.03% 250
2021
Q2 		$264K Hold
897
– – 0.02% 265
2021
Q1 		$257K Hold
897
– – 0.02% 264
2020
Q4 		$234K Buy
+897
New +$215K 0.02% 261
2020
Q3 		– Sell
-1,090
Closed -$234K – 262
2020
Q2 		$234K Buy
+1,090
New +$206K 0.03% 165
2020
Q1 		– Sell
-1,118
Closed -$235K – 167
2019
Q4 		$235K Buy
1,118
+12
+1% +$2.34K 0.03% 173
2019
Q3 		$213K Hold
1,106
– – 0.03% 184
2019
Q2 		$204K Buy
+1,106
New +$199K 0.03% 181

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

YHB Investment Advisors's ACN Position: Q2 2026 in Review

YHB Investment Advisors sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,310 shares — an estimated $260K sold.

YHB Investment Advisors first reported a position in ACN in Q2 2019 and held it in 26 quarters. The position peaked at $3.29M in Q4 2024. 554 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • YHB Investment Advisors reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 1,310 Accenture shares in Q2 2026, an estimated $260K.
  • YHB Investment Advisors first reported a position in Accenture in Q2 2019 and held it in 26 quarters.
  • YHB Investment Advisors's Accenture position peaked at $3.29M in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.