Fairhaven Wealth Management’s Accenture ACN Stock Holding History

Fairhaven 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	$267K	Buy	759 +22	+3%	+$7.92K	0.08%	91
2024 Q3	$261K	Hold	737	–	–	0.08%	96
2024 Q2	$224K	Buy	737 +43	+6%	+$13.2K	0.07%	104
2024 Q1	$241K	Sell	694 -5	-0.7%	-$1.82K	0.08%	104
2023 Q4	$245K	Buy	699 +1	+0.1%	+$322	0.09%	93
2023 Q3	$214K	Hold	698	–	–	0.09%	99
2023 Q2	$215K	Buy	+698	New	+$203K	0.08%	104
2022 Q2	–	Sell	-857	Closed	-$289K	–	116
2022 Q1	$289K	Hold	857	–	–	0.12%	82
2021 Q4	$355K	Hold	857	–	–	0.14%	73
2021 Q3	$274K	Hold	857	–	–	0.11%	84
2021 Q2	$253K	Hold	857	–	–	0.1%	92
2021 Q1	$237K	Hold	857	–	–	0.1%	93
2020 Q4	$224K	Buy	+857	New	+$205K	0.1%	98

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fairhaven Wealth Management increased its Accenture (ACN) stake by 3% in Q4 2024, buying an estimated $7.92K and bringing the position to 759 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #91.

Fairhaven Wealth Management first reported a position in ACN in Q4 2020 and has held it in 13 quarters since. The position peaked at $355K in Q4 2021. 2,515 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Fairhaven Wealth Management held 759 shares of Accenture worth $267K as of Q4 2024.
Fairhaven Wealth Management bought 22 Accenture shares in Q4 2024, an estimated $7.92K.
Accenture made up 0.08% of Fairhaven Wealth Management's portfolio in Q4 2024, its #91 holding.
Fairhaven Wealth Management first reported a position in Accenture in Q4 2020 and has held it in 13 quarters since.
Fairhaven Wealth Management's Accenture position peaked at $355K in Q4 2021.
2,515 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.