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Accenture shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Accenture (ACN) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Accenture

Tip: Access up to 7 years of quarterly data

All positions including Accenture held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Accenture by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 943 353.48
2024-06-30 $286k 943 303.41
2024-03-31 $332k 959 346.61
2023-12-31 $335k 955 350.91

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding Accenture

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates

View all funds holding Accenture