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Carr Financial Group’s Accenture ACN Stock Holding History

Carr 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
Q2 		– Sell
-803
Closed -$251K – 188
2025
Q1 		$251K Sell
803
-100
-11% -$35.3K 0.08% 153
2024
Q4 		$318K Sell
903
-342
-27% -$123K 0.1% 144
2024
Q3 		$440K Sell
1,245
-43
-3% -$14.1K 0.13% 117
2024
Q2 		$391K Buy
1,288
+43
+3% +$13.2K 0.12% 124
2024
Q1 		$432K Hold
1,245
– – 0.14% 113
2023
Q4 		$437K Buy
1,245
+29
+2% +$9.35K 0.16% 104
2023
Q3 		$381K Hold
1,216
– – 0.15% 104
2023
Q2 		$375K Hold
1,216
– – 0.15% 111
2023
Q1 		$348K Hold
1,216
– – 0.15% 115
2022
Q4 		$324K Buy
+1,216
New +$336K 0.17% 118

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
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

Carr Financial Group's ACN Position: Q2 2025 in Review

Carr Financial Group sold out of Accenture (ACN) in Q2 2025, closing a stake of 803 shares — an estimated $251K sold.

Carr Financial Group first reported a position in ACN in Q4 2022 and held it in 10 quarters. The position peaked at $440K in Q3 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Carr Financial Group reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Carr Financial Group sold 803 Accenture shares in Q2 2025, an estimated $251K.
  • Carr Financial Group first reported a position in Accenture in Q4 2022 and held it in 10 quarters.
  • Carr Financial Group's Accenture position peaked at $440K in Q3 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Carr Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.