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Congress Wealth Management’s Accenture ACN Stock Holding History

Congress 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 		$25.3M Buy
84,504
+21,100
+33% +$6.43M 0.24% 97
2025
Q1 		$19.8M Buy
63,404
+13,072
+26% +$4.62M 0.24% 111
2024
Q4 		$17.7M Buy
50,332
+2,366
+5% +$852K 0.24% 118
2024
Q3 		$17M Buy
47,966
+1,450
+3% +$477K 0.23% 130
2024
Q2 		$14.1M Sell
46,516
-41,839
-47% -$12.8M 0.22% 129
2024
Q1 		$30.6M Buy
88,355
+218
+0.2% +$79.5K 0.53% 40
2023
Q4 		$30.9M Buy
88,137
+1,803
+2% +$581K 0.57% 35
2023
Q3 		$26.5M Buy
86,334
+1,944
+2% +$613K 0.55% 38
2023
Q2 		$26M Buy
84,390
+649
+0.8% +$189K 0.6% 36
2023
Q1 		$23.9M Buy
83,741
+2,775
+3% +$756K 0.58% 34
2022
Q4 		$21.6M Buy
80,966
+858
+1% +$237K 0.56% 42
2022
Q3 		$20.6M Buy
80,108
+2,596
+3% +$750K 0.56% 36
2022
Q2 		$21.5M Sell
77,512
-474
-0.6% -$142K 0.55% 37
2022
Q1 		$26.3M Buy
77,986
+411
+0.5% +$139K 0.57% 36
2021
Q4 		$32.2M Buy
+77,575
New +$28.3M 0.64% 36

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

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

Congress Wealth Management increased its Accenture (ACN) stake by 33% in Q2 2025, buying an estimated $6.43M and bringing the position to 84,504 shares worth $25.3M. The position accounts for 0.24% of the portfolio, ranked #97.

Congress Wealth Management first reported a position in ACN in Q4 2021 and has held it in 15 quarters since. The position peaked at $32.2M in Q4 2021. 2,374 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Congress Wealth Management held 84,504 shares of Accenture worth $25.3M as of Q2 2025.
  • Congress Wealth Management bought 21,100 Accenture shares in Q2 2025, an estimated $6.43M.
  • Accenture made up 0.24% of Congress Wealth Management's portfolio in Q2 2025, its #97 holding.
  • Congress Wealth Management first reported a position in Accenture in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Accenture position peaked at $32.2M in Q4 2021.
  • 2,374 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.