BFG
ACN icon

Berger Financial Group’s Accenture ACN Stock Holding History

Berger Financial Group’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
-589
Closed -$207K – 415
2024
Q4 		$207K Sell
589
-54
-8% -$19.4K 0.01% 402
2024
Q3 		$227K Buy
+643
New +$211K 0.02% 357
2024
Q1 		– Sell
-720
Closed -$253K – 362
2023
Q4 		$253K Buy
+720
New +$232K 0.03% 264
2023
Q3 		– Sell
-667
Closed -$206K – 278
2023
Q2 		$206K Buy
+667
New +$194K 0.02% 278
2023
Q1 		– Sell
-845
Closed -$225K – 269
2022
Q4 		$225K Sell
845
-90
-10% -$24.9K 0.03% 238
2022
Q3 		$241K Sell
935
-13
-1% -$3.76K 0.04% 212
2022
Q2 		$263K Sell
948
-85
-8% -$25.5K 0.04% 199
2022
Q1 		$348K Sell
1,033
-15,313
-94% -$5.16M 0.04% 185
2021
Q4 		$6.78M Buy
16,346
+205
+1% +$74.7K 0.9% 28
2021
Q3 		$5.16M Sell
16,141
-190
-1% -$61.8K 0.93% 30
2021
Q2 		$4.81M Buy
16,331
+382
+2% +$109K 0.87% 35
2021
Q1 		$4.41M Buy
+15,949
New +$4.12M 0.96% 31

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

Berger Financial Group's ACN Position: Q1 2025 in Review

Berger Financial Group sold out of Accenture (ACN) in Q1 2025, closing a stake of 589 shares — an estimated $207K sold.

Berger Financial Group first reported a position in ACN in Q1 2021 and held it in 12 quarters. The position peaked at $6.78M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Berger Financial Group reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 589 Accenture shares in Q1 2025, an estimated $207K.
  • Berger Financial Group first reported a position in Accenture in Q1 2021 and held it in 12 quarters.
  • Berger Financial Group's Accenture position peaked at $6.78M in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.