Cassady Schiller Wealth Management’s Accenture ACN Stock Holding History

Cassady Schiller 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	$200K	Buy	569 +34	+6%	+$12.2K	0.07%	118
2024 Q3	$189K	Hold	535	–	–	0.07%	124
2024 Q2	$162K	Hold	535	–	–	0.07%	126
2024 Q1	$185K	Buy	535 +6	+1%	+$2.19K	0.08%	122
2023 Q4	$186K	Hold	529	–	–	0.09%	114
2023 Q3	$162K	Buy	529 +27	+5%	+$8.51K	0.09%	117
2023 Q2	$155K	Hold	502	–	–	0.08%	122
2023 Q1	$143K	Sell	502 -14	-3%	-$3.82K	0.07%	122
2022 Q4	$138K	Buy	+516	New	+$143K	0.08%	117
2022 Q1	–	Sell	-519	Closed	-$215K	–	114
2021 Q4	$215K	Buy	+519	New	+$189K	0.13%	101

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

Cassady Schiller Wealth Management's ACN Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Accenture (ACN) stake by 6.4% in Q4 2024, buying an estimated $12.2K and bringing the position to 569 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #118.

Cassady Schiller Wealth Management first reported a position in ACN in Q4 2021 and has held it in 10 quarters since. The position peaked at $215K in Q4 2021. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Cassady Schiller Wealth Management held 569 shares of Accenture worth $200K as of Q4 2024.
Cassady Schiller Wealth Management bought 34 Accenture shares in Q4 2024, an estimated $12.2K.
Accenture made up 0.07% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #118 holding.
Cassady Schiller Wealth Management first reported a position in Accenture in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Accenture position peaked at $215K in Q4 2021.
2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.