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Elwood & Goetz Wealth Advisory Group’s Accenture ACN Stock Holding History

Elwood & Goetz Wealth Advisory 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
-1,427
Closed -$502K – 99
2024
Q4 		$502K Sell
1,427
-44
-3% -$15.8K 0.12% 53
2024
Q3 		$520K Buy
1,471
+605
+70% +$199K 0.13% 52
2024
Q2 		$263K Hold
866
– – 0.07% 63
2024
Q1 		$300K Hold
866
– – 0.07% 63
2023
Q4 		$304K Buy
866
+32
+4% +$10.3K 0.06% 66
2023
Q3 		$256K Buy
+834
New +$263K 0.06% 66

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

Elwood & Goetz Wealth Advisory Group's ACN Position: Q1 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Accenture (ACN) in Q1 2025, closing a stake of 1,427 shares — an estimated $502K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in ACN in Q3 2023 and held it in 6 quarters. The position peaked at $520K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,427 Accenture shares in Q1 2025, an estimated $502K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Accenture in Q3 2023 and held it in 6 quarters.
  • Elwood & Goetz Wealth Advisory Group's Accenture position peaked at $520K in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.