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AllGen Financial Advisors’s Accenture ACN Stock Holding History

AllGen Financial 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
2025
Q1 		– Sell
-9,507
Closed -$3.34M – 39
2024
Q4 		$3.34M Sell
9,507
-313
-3% -$113K 1.12% 21
2024
Q3 		$3.47M Buy
9,820
+300
+3% +$98.7K 1.13% 22
2024
Q2 		$2.89M Buy
9,520
+1,629
+21% +$499K 1.1% 25
2024
Q1 		$2.74M Sell
7,891
-1,443
-15% -$526K 1.11% 25
2023
Q4 		$3.28M Sell
9,334
-84
-0.9% -$27.1K 1.7% 15
2023
Q3 		$2.89M Sell
9,418
-48
-0.5% -$15.1K 2.06% 13
2023
Q2 		$2.92M Buy
9,466
+3,756
+66% +$1.09M 1.84% 15
2023
Q1 		$1.63M Buy
5,710
+95
+2% +$25.9K 1.14% 24
2022
Q4 		$1.5M Buy
5,615
+204
+4% +$56.4K 1.07% 25
2022
Q3 		$1.39M Sell
5,411
-102
-2% -$29.5K 1.08% 26
2022
Q2 		$1.53M Buy
5,513
+474
+9% +$142K 1.26% 24
2022
Q1 		$1.7M Sell
5,039
-188
-4% -$63.4K 1.42% 21
2021
Q4 		$2.17M Buy
5,227
+1,177
+29% +$429K 1.61% 18
2021
Q3 		$1.3M Sell
4,050
-894
-18% -$291K 1.06% 20
2021
Q2 		$1.46M Buy
4,944
+2,975
+151% +$852K 1.12% 21
2021
Q1 		$544K Sell
1,969
-812
-29% -$210K 0.44% 31
2020
Q4 		$726K Buy
+2,781
New +$667K 0.67% 28

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllGen Financial Advisors's ACN Position: Q1 2025 in Review

AllGen Financial Advisors sold out of Accenture (ACN) in Q1 2025, closing a stake of 9,507 shares — an estimated $3.34M sold.

AllGen Financial Advisors first reported a position in ACN in Q4 2020 and held it in 17 quarters. The position peaked at $3.47M in Q3 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • AllGen Financial Advisors reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 9,507 Accenture shares in Q1 2025, an estimated $3.34M.
  • AllGen Financial Advisors first reported a position in Accenture in Q4 2020 and held it in 17 quarters.
  • AllGen Financial Advisors's Accenture position peaked at $3.47M in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on AllGen Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.