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Crown Wealth Group’s Accenture ACN Stock Holding History

Crown Wealth Group’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
-569
Closed -$200K – 109
2024
Q4 		$200K Buy
+569
New +$205K 0.08% 112
2024
Q2 		– Sell
-675
Closed -$234K – 106
2024
Q1 		$234K Buy
675
+70
+12% +$25.5K 0.12% 91
2023
Q4 		$212K Buy
+605
New +$195K 0.13% 86
2022
Q2 		– Sell
-676
Closed -$228K – 70
2022
Q1 		$228K Buy
+676
New +$228K 0.16% 85

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

Crown Wealth Group's ACN Position: Q1 2025 in Review

Crown Wealth Group sold out of Accenture (ACN) in Q1 2025, closing a stake of 569 shares — an estimated $200K sold.

Crown Wealth Group first reported a position in ACN in Q1 2022 and held it in 4 quarters. The position peaked at $234K in Q1 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Crown Wealth Group reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Crown Wealth Group sold 569 Accenture shares in Q1 2025, an estimated $200K.
  • Crown Wealth Group first reported a position in Accenture in Q1 2022 and held it in 4 quarters.
  • Crown Wealth Group's Accenture position peaked at $234K in Q1 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.