CAWM
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Capital Advisors Wealth Management’s Accenture ACN Stock Holding History

Capital Advisors 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
2025
Q1 		– Sell
-627
Closed -$221K – 182
2024
Q4 		$221K Sell
627
-175
-22% -$63K 0.04% 166
2024
Q3 		$283K Buy
+802
New +$264K 0.05% 133
2024
Q2 		– Sell
-627
Closed -$217K – 161
2024
Q1 		$217K Sell
627
-165
-21% -$60.1K 0.05% 143
2023
Q4 		$278K Hold
792
– – 0.06% 113
2023
Q3 		$243K Buy
+792
New +$250K 0.06% 112

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

Capital Advisors Wealth Management's ACN Position: Q1 2025 in Review

Capital Advisors Wealth Management sold out of Accenture (ACN) in Q1 2025, closing a stake of 627 shares — an estimated $221K sold.

Capital Advisors Wealth Management first reported a position in ACN in Q3 2023 and held it in 5 quarters. The position peaked at $283K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Capital Advisors Wealth Management reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 627 Accenture shares in Q1 2025, an estimated $221K.
  • Capital Advisors Wealth Management first reported a position in Accenture in Q3 2023 and held it in 5 quarters.
  • Capital Advisors Wealth Management's Accenture position peaked at $283K in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.