Covestor’s Accenture ACN Stock Holding History

Covestor’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	$80K	Sell	403 -901	-69%	-$210K	0.06%	394
2025 Q4	$350K	Buy	1,304 +73	+6%	+$18.5K	0.18%	71
2025 Q3	$303K	Buy	1,231 +176	+17%	+$45.9K	0.17%	79
2025 Q2	$316K	Buy	1,055 +51	+5%	+$15.5K	0.19%	62
2025 Q1	$314K	Sell	1,004 -150	-13%	-$53K	0.21%	47
2024 Q4	$406K	Sell	1,154 -46	-4%	-$16.6K	0.25%	33
2024 Q3	$425K	Buy	1,200 +84	+8%	+$27.6K	0.27%	31
2024 Q2	$339K	Buy	1,116 +135	+14%	+$41.4K	0.22%	42
2024 Q1	$340K	Buy	981 +8	+0.8%	+$2.92K	0.22%	39
2023 Q4	$341K	Buy	973 +181	+23%	+$58.4K	0.23%	36
2023 Q3	$244K	Sell	792 -160	-17%	-$50.4K	0.18%	63
2023 Q2	$294K	Buy	952 +302	+46%	+$87.8K	0.22%	47
2023 Q1	$186K	Buy	650 +18	+3%	+$4.91K	0.16%	125
2022 Q4	$169K	Buy	632 +15	+2%	+$4.15K	0.14%	168
2022 Q3	$159K	Buy	617 +81	+15%	+$23.4K	0.14%	139
2022 Q2	$149K	Sell	536 -72	-12%	-$21.6K	0.12%	205
2022 Q1	$205K	Buy	608 +291	+92%	+$98.1K	0.14%	144
2021 Q4	$131K	Buy	+317	New	+$116K	0.18%	78

Other funds holding ACN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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