Campbell Wealth Management’s Accenture ACN Stock Holding History

Campbell Wealth Management’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
2024 Q4	$301K	Sell	855 -7	-0.8%	-$2.52K	0.03%	69
2024 Q3	$305K	Buy	862 +201	+30%	+$66.1K	0.03%	52
2024 Q2	$201K	Hold	661	–	–	0.06%	49
2024 Q1	$229K	Buy	+661	New	+$241K	0.02%	83
2023 Q4	–	Sell	-901	Closed	-$277K	–	63
2023 Q3	$277K	Buy	901 +175	+24%	+$55.1K	0.03%	55
2023 Q2	$224K	Hold	726	–	–	0.03%	65
2023 Q1	$207K	Sell	726 -27	-4%	-$7.36K	0.03%	70
2022 Q4	$201K	Buy	+753	New	+$208K	0.03%	73
2022 Q3	–	Sell	-726	Closed	-$202K	–	74
2022 Q2	$202K	Hold	726	–	–	0.03%	54
2022 Q1	$245K	Hold	726	–	–	0.03%	64
2021 Q4	$301K	Hold	726	–	–	0.03%	53
2021 Q3	$232K	Hold	726	–	–	0.03%	67
2021 Q2	$214K	Hold	726	–	–	0.03%	64
2021 Q1	$201K	Buy	+726	New	+$188K	0.03%	69
2020 Q3	–	Sell	-726	Closed	-$156K	–	65
2020 Q2	$156K	Buy	+726	New	+$137K	0.03%	69

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Campbell Wealth Management's ACN Position: Q4 2024 in Review

Campbell Wealth Management reduced its Accenture (ACN) stake by 0.81% in Q4 2024, selling an estimated $2.52K and leaving 855 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #69.

Campbell Wealth Management first reported a position in ACN in Q2 2020 and has held it in 15 quarters since. The position peaked at $305K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Campbell Wealth Management held 855 shares of Accenture worth $301K as of Q4 2024.
Campbell Wealth Management sold 7 Accenture shares in Q4 2024, an estimated $2.52K.
Accenture made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #69 holding.
Campbell Wealth Management first reported a position in Accenture in Q2 2020 and has held it in 15 quarters since.
Campbell Wealth Management's Accenture position peaked at $305K in Q3 2024.
2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.