Family Management’s Accenture ACN Stock Holding History

Family 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
2026 Q1	–	Sell	-1,026	Closed	-$275K	–	306
2025 Q4	$275K	Buy	+1,026	New	+$261K	0.03%	198
2024 Q2	–	Sell	-750	Closed	-$260K	–	178
2024 Q1	$260K	Buy	+750	New	+$273K	0.05%	126
2022 Q1	–	Sell	-522	Closed	-$216K	–	168
2021 Q4	$216K	Sell	522 -114	-18%	-$41.5K	0.06%	157
2021 Q3	$203K	Sell	636 -103	-14%	-$33.5K	0.06%	153
2021 Q2	$218K	Buy	739 +8	+1%	+$2.29K	0.06%	167
2021 Q1	$202K	Sell	731 -59	-7%	-$15.3K	0.06%	142
2020 Q4	$206K	Buy	+790	New	+$189K	0.07%	147
2020 Q3	–	Sell	-1,403	Closed	-$301K	–	124
2020 Q2	$301K	Buy	1,403 +62	+5%	+$11.7K	0.12%	109
2020 Q1	$219K	Sell	1,341 -62	-4%	-$11.9K	0.11%	114
2019 Q4	$295K	Buy	1,403 +134	+11%	+$26.1K	0.1%	123
2019 Q3	$244K	Buy	+1,269	New	+$246K	0.09%	123

Other funds holding ACN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

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

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return