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Cherrydale Wealth Management’s Accenture ACN Stock Holding History

Cherrydale 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
-570
Closed -$200K – 75
2024
Q4 		$200K Buy
+570
New +$205K 0.08% 68
2022
Q1 		– Sell
-536
Closed -$222K – 42
2021
Q4 		$222K Buy
+536
New +$195K 0.17% 36

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

Cherrydale Wealth Management's ACN Position: Q1 2025 in Review

Cherrydale Wealth Management sold out of Accenture (ACN) in Q1 2025, closing a stake of 570 shares — an estimated $200K sold.

Cherrydale Wealth Management first reported a position in ACN in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Cherrydale Wealth Management reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Cherrydale Wealth Management sold 570 Accenture shares in Q1 2025, an estimated $200K.
  • Cherrydale Wealth Management first reported a position in Accenture in Q4 2021 and held it in 2 quarters.
  • Cherrydale Wealth Management's Accenture position peaked at $222K in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Cherrydale Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.