AlTi Global’s Accenture ACN Stock Holding History

AlTi Global’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	$835K	Sell	4,211 -27	-0.6%	-$6.29K	0.02%	259
2025 Q4	$1.14M	Sell	4,238 -1,414	-25%	-$359K	0.02%	215
2025 Q3	$1.39M	Buy	5,652 +2,256	+66%	+$588K	0.03%	202
2025 Q2	$1.01M	Sell	3,396 -3,237	-49%	-$986K	0.03%	230
2025 Q1	$2.07M	Sell	6,633 -721	-10%	-$255K	0.05%	141
2024 Q4	$2.59M	Sell	7,354 -1,403	-16%	-$505K	0.06%	127
2024 Q3	$3.1M	Buy	8,757 +839	+11%	+$276K	0.07%	121
2024 Q2	$2.4M	Sell	7,918 -326	-4%	-$99.9K	0.06%	133
2024 Q1	$2.86M	Buy	8,244 +881	+12%	+$321K	0.08%	118
2023 Q4	$2.58M	Buy	+7,363	New	+$2.37M	0.08%	112

Other funds holding ACN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $1.47T AUM 27.86% 1-Year Est. Return