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Frisch Financial Group’s Accenture ACN Stock Holding History

Frisch Financial 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
-589
Closed -$207K – 129
2024
Q4 		$207K Hold
589
– – 0.06% 124
2024
Q3 		$208K Sell
589
-1,008
-63% -$331K 0.06% 128
2024
Q2 		$484K Buy
1,597
+1,004
+169% +$308K 0.15% 69
2024
Q1 		$205K Buy
593
+4
+0.7% +$1.46K 0.07% 124
2023
Q4 		$207K Buy
+589
New +$190K 0.08% 121

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Frisch Financial Group's ACN Position: Q1 2025 in Review

Frisch Financial Group sold out of Accenture (ACN) in Q1 2025, closing a stake of 589 shares — an estimated $207K sold.

Frisch Financial Group first reported a position in ACN in Q4 2023 and held it in 5 quarters. The position peaked at $484K in Q2 2024. 2,438 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Frisch Financial Group reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Frisch Financial Group sold 589 Accenture shares in Q1 2025, an estimated $207K.
  • Frisch Financial Group first reported a position in Accenture in Q4 2023 and held it in 5 quarters.
  • Frisch Financial Group's Accenture position peaked at $484K in Q2 2024.
  • 2,438 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Frisch Financial Group's 13F filing for Q1 2025, filed 14 May 2025.