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Centricity Wealth Management’s Accenture ACN Stock Holding History

Centricity 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
Q2 		$53.5K Hold
179
– – 0.04% 162
2025
Q1 		$55.9K Hold
179
– – 0.05% 159
2024
Q4 		$63K Buy
+179
New +$64.4K 0.06% 144

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Centricity Wealth Management's ACN Position: Q2 2025 in Review

Centricity Wealth Management held its Accenture (ACN) position steady in Q2 2025 at 179 shares worth $53.5K. The position accounts for 0.04% of the portfolio, ranked #162.

Centricity Wealth Management first reported a position in ACN in Q4 2024 and has held it in 3 quarters since. The position peaked at $63K in Q4 2024. 2,374 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Centricity Wealth Management held 179 shares of Accenture worth $53.5K as of Q2 2025.
  • Centricity Wealth Management left its Accenture share count unchanged in Q2 2025.
  • Accenture made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #162 holding.
  • Centricity Wealth Management first reported a position in Accenture in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Accenture position peaked at $63K in Q4 2024.
  • 2,374 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.