CBA
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Coastal Bridge Advisors’s Accenture ACN Stock Holding History

Coastal Bridge Advisors’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 		$835K Buy
4,210
+644
+18% +$150K 0.06% 240
2025
Q4 		$957K Sell
3,566
-278
-7% -$70.6K 0.07% 216
2025
Q3 		$948K Sell
3,844
-1,422
-27% -$371K 0.07% 214
2025
Q2 		$1.57M Buy
+5,266
New +$1.6M 0.13% 161
2025
Q1 		– Sell
-593
Closed -$209K – 256
2024
Q4 		$209K Hold
593
– – 0.05% 150
2024
Q3 		$210K Buy
+593
New +$195K 0.05% 153
2024
Q2 		– Sell
-593
Closed -$206K – 170
2024
Q1 		$206K Hold
593
– – 0.05% 153
2023
Q4 		$208K Buy
+593
New +$191K 0.05% 149
2022
Q1 		– Sell
-562
Closed -$233K – 175
2021
Q4 		$233K Buy
+562
New +$205K 0.05% 167

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