Essential Planning’s Accenture ACN Stock Holding History

Essential Planning’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	-7,202	Closed	-$2.59M	–	84
2024 Q4	$2.59M	Buy	+7,202	New	+$2.59M	0.02%	172

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's ACN Position: Q1 2025 in Review

Essential Planning sold out of Accenture (ACN) in Q1 2025, closing a stake of 7,202 shares — an estimated $2.59M sold.

Essential Planning first reported a position in ACN in Q4 2024 and held it in 1 quarter. The position peaked at $2.59M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

Essential Planning reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 7,202 Accenture shares in Q1 2025, an estimated $2.59M.
Essential Planning first reported a position in Accenture in Q4 2024 and held it in 1 quarter.
Essential Planning's Accenture position peaked at $2.59M in Q4 2024.
2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.