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Alpha Financial Partners’s Accenture ACN Stock Holding History

Alpha Financial Partners’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
-697
Closed -$245K – 86
2024
Q4 		$245K Buy
+697
New +$251K 0.19% 64
2024
Q2 		– Sell
-587
Closed -$203K – 74
2024
Q1 		$203K Sell
587
-223
-28% -$81.3K 0.19% 72
2023
Q4 		$284K Sell
810
-147
-15% -$47.4K 0.28% 46
2023
Q3 		$294K Sell
957
-18
-2% -$5.67K 0.34% 55
2023
Q2 		$301K Sell
975
-22
-2% -$6.39K 0.32% 64
2023
Q1 		$285K Buy
997
+12
+1% +$3.27K 0.32% 63
2022
Q4 		$263K Buy
+985
New +$272K 0.32% 62

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

Alpha Financial Partners's ACN Position: Q1 2025 in Review

Alpha Financial Partners sold out of Accenture (ACN) in Q1 2025, closing a stake of 697 shares — an estimated $245K sold.

Alpha Financial Partners first reported a position in ACN in Q4 2022 and held it in 7 quarters. The position peaked at $301K in Q2 2023. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Alpha Financial Partners reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Alpha Financial Partners sold 697 Accenture shares in Q1 2025, an estimated $245K.
  • Alpha Financial Partners first reported a position in Accenture in Q4 2022 and held it in 7 quarters.
  • Alpha Financial Partners's Accenture position peaked at $301K in Q2 2023.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Alpha Financial Partners's 13F filing for Q1 2025, filed 30 Apr 2025.