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Catalyst Financial Partners’s Accenture ACN Stock Holding History

Catalyst Financial Partners’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
2026
Q1 		$289K Sell
1,455
-1,403
-49% -$327K 0.03% 299
2025
Q4 		$767K Buy
2,858
+686
+32% +$174K 0.09% 125
2025
Q3 		$536K Sell
2,172
-524
-19% -$137K 0.06% 157
2025
Q2 		$806K Sell
2,696
-192
-7% -$58.5K 0.09% 100
2025
Q1 		$901K Buy
2,888
+228
+9% +$80.5K 0.17% 73
2024
Q4 		$936K Buy
2,660
+221
+9% +$79.6K 0.18% 68
2024
Q3 		$862K Buy
2,439
+237
+11% +$77.9K 0.17% 81
2024
Q2 		$668K Sell
2,202
-36
-2% -$11K 0.15% 93
2024
Q1 		$704K Sell
2,238
-47
-2% -$17.1K 0.18% 77
2023
Q4 		$802K Buy
2,285
+128
+6% +$41.3K 0.23% 61
2023
Q3 		$662K Buy
2,157
+307
+17% +$96.7K 0.21% 66
2023
Q2 		$571K Buy
1,850
+379
+26% +$110K 0.2% 74
2023
Q1 		$420K Buy
1,471
+319
+28% +$87K 0.18% 82
2022
Q4 		$307K Buy
+1,152
New +$319K 0.16% 104

Other funds holding ACN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return