Ameritas Advisory Services’s Accenture ACN Stock Holding History

Ameritas Advisory Services’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	$220K	Sell	1,112 -1,003	-47%	-$234K	0.01%	897
2025 Q4	$567K	Sell	2,115 -8	-0.4%	-$2.03K	0.02%	525
2025 Q3	$524K	Buy	2,123 +135	+7%	+$35.2K	0.03%	378
2025 Q2	$594K	Sell	1,988 -850	-30%	-$259K	0.03%	462
2025 Q1	$963K	Buy	2,838 +262	+10%	+$92.5K	0.04%	404
2024 Q4	$906K	Buy	2,576 +269	+12%	+$96.8K	0.03%	444
2024 Q3	$816K	Sell	2,307 -108	-4%	-$35.5K	0.04%	433
2024 Q2	$733K	Buy	2,415 +1	+0%	+$306	0.03%	490
2024 Q1	$761K	Sell	2,414 -191	-7%	-$69.6K	0.03%	450
2023 Q4	$941K	Buy	2,605 +58	+2%	+$18.7K	0.05%	301
2023 Q3	$777K	Buy	2,547 +996	+64%	+$314K	0.04%	396
2023 Q2	$474K	Sell	1,551 -582	-27%	-$169K	0.06%	303
2023 Q1	$605K	Sell	2,133 -573	-21%	-$156K	0.03%	431
2022 Q4	$722K	Buy	2,706 +328	+14%	+$90.7K	0.03%	432
2022 Q3	$612K	Buy	2,378 +14	+0.6%	+$4.05K	0.04%	387
2022 Q2	$656K	Buy	2,364 +172	+8%	+$51.7K	0.04%	387
2022 Q1	$739K	Buy	2,192 +138	+7%	+$46.5K	0.03%	407
2021 Q4	$852K	Buy	+2,054	New	+$749K	0.03%	369

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