Atria Wealth Solutions’s Accenture ACN Stock Holding History

Atria Wealth Solutions’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 Q2	$2.59M	Sell	8,643 -9,915	-53%	-$3.02M	0.06%	351
2025 Q1	$5.79M	Sell	18,558 -216	-1%	-$76.3K	0.07%	294
2024 Q4	$6.6M	Sell	18,774 -2,861	-13%	-$1.03M	0.07%	283
2024 Q3	$7.65M	Sell	21,635 -418	-2%	-$137K	0.08%	253
2024 Q2	$6.69M	Sell	22,053 -970	-4%	-$297K	0.07%	269
2024 Q1	$7.98M	Buy	23,023 +1,270	+6%	+$463K	0.09%	236
2023 Q4	$7.63M	Buy	21,753 +2,374	+12%	+$765K	0.1%	217
2023 Q3	$5.95M	Buy	19,379 +1,003	+5%	+$316K	0.08%	247
2023 Q2	$5.67M	Buy	18,376 +1,943	+12%	+$565K	0.08%	249
2023 Q1	$4.7M	Buy	16,433 +1,877	+13%	+$512K	0.07%	282
2022 Q4	$3.88M	Sell	14,556 -64	-0.4%	-$17.7K	0.06%	309
2022 Q3	$3.76M	Buy	14,620 +4,147	+40%	+$1.2M	0.07%	296
2022 Q2	$2.91M	Sell	10,473 -284	-3%	-$85.3K	0.06%	348
2022 Q1	$3.63M	Buy	+10,757	New	+$3.63M	0.06%	314

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return