EWM
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Executive Wealth Management’s Accenture ACN Stock Holding History

Executive 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
2024
Q4 		$8.48M Buy
24,114
+1,326
+6% +$477K 0.66% 46
2024
Q3 		$8.06M Sell
22,788
-1,438
-6% -$473K 0.63% 49
2024
Q2 		$7.35M Buy
24,226
+3,035
+14% +$930K 1.35% 24
2024
Q1 		$7.19M Sell
21,191
-4,611
-18% -$1.68M 0.63% 57
2023
Q4 		$9.05M Sell
25,802
-210
-0.8% -$67.7K 0.85% 37
2023
Q3 		$7.99M Buy
26,012
+637
+3% +$201K 0.83% 41
2023
Q2 		$7.83M Buy
25,375
+7,203
+40% +$2.09M 0.81% 41
2023
Q1 		$5.19M Buy
18,172
+866
+5% +$236K 0.58% 61
2022
Q4 		$4.62M Buy
17,306
+12,975
+300% +$3.59M 0.57% 56
2022
Q3 		$4.33K Sell
4,331
-12,277
-74% -$3.55M 0.6% 54
2022
Q2 		$4.61M Sell
16,608
-1,181
-7% -$355K 0.62% 51
2022
Q1 		$6M Sell
17,789
-6,650
-27% -$2.24M 0.65% 54
2021
Q4 		$10.1M Buy
24,439
+872
+4% +$318K 1.01% 24
2021
Q3 		$7.54M Buy
23,567
+32
+0.1% +$10.4K 0.83% 29
2021
Q2 		$6.94M Buy
23,535
+1,763
+8% +$505K 0.76% 34
2021
Q1 		$6.01M Sell
21,772
-1,252
-5% -$324K 0.71% 37
2020
Q4 		$6.01M Buy
23,024
+2,553
+12% +$612K 0.74% 30
2020
Q3 		$4.63M Buy
20,471
+385
+2% +$88.2K 0.64% 35
2020
Q2 		$4.31M Sell
20,086
-2,528
-11% -$478K 0.65% 32
2020
Q1 		$3.69M Sell
22,614
-1,802
-7% -$347K 0.66% 34
2019
Q4 		$5.14M Buy
24,416
+1,600
+7% +$312K 0.7% 33
2019
Q3 		$4.39M Buy
22,816
+1,661
+8% +$321K 0.67% 36
2019
Q2 		$3.91M Buy
21,155
+1,235
+6% +$222K 0.55% 42
2019
Q1 		$3.51M Buy
19,920
+1,115
+6% +$175K 0.63% 34
2018
Q4 		$2.65M Buy
+18,805
New +$2.98M 0.47% 47

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Executive Wealth Management's ACN Position: Q4 2024 in Review

Executive Wealth Management increased its Accenture (ACN) stake by 5.8% in Q4 2024, buying an estimated $477K and bringing the position to 24,114 shares worth $8.48M. The position accounts for 0.66% of the portfolio, ranked #46.

Executive Wealth Management first reported a position in ACN in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.1M in Q4 2021. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Executive Wealth Management held 24,114 shares of Accenture worth $8.48M as of Q4 2024.
  • Executive Wealth Management bought 1,326 Accenture shares in Q4 2024, an estimated $477K.
  • Accenture made up 0.66% of Executive Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Executive Wealth Management first reported a position in Accenture in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's Accenture position peaked at $10.1M in Q4 2021.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.