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Geller Advisors’s Accenture ACN Stock Holding History

Geller Advisors’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 		$1.1M Sell
3,127
-10
-0.3% -$3.6K 0.07% 63
2024
Q3 		$1.11M Sell
3,137
-90
-3% -$29.6K 0.08% 66
2024
Q2 		$979K Sell
3,227
-351
-10% -$108K 0.07% 75
2024
Q1 		$1.24M Sell
3,578
-8
-0.2% -$2.92K 0.1% 59
2023
Q4 		$1.26M Buy
3,586
+27
+0.8% +$8.7K 0.12% 51
2023
Q3 		$1.09M Sell
3,559
-227
-6% -$71.5K 0.13% 50
2023
Q2 		$1.17M Buy
3,786
+1,247
+49% +$362K 0.15% 44
2023
Q1 		$726K Buy
2,539
+453
+22% +$123K 0.11% 42
2022
Q4 		$557K Sell
2,086
-311
-13% -$86K 0.09% 47
2022
Q3 		$617K Buy
2,397
+165
+7% +$47.7K 0.13% 39
2022
Q2 		$620K Sell
2,232
-66
-3% -$19.8K 0.13% 44
2022
Q1 		$775K Buy
2,298
+234
+11% +$78.9K 0.14% 41
2021
Q4 		$856K Buy
2,064
+62
+3% +$22.6K 0.17% 35
2021
Q3 		$640K Buy
2,002
+41
+2% +$13.3K 0.14% 48
2021
Q2 		$578K Buy
1,961
+1
+0.1% +$286 0.13% 46
2021
Q1 		$541K Buy
1,960
+263
+15% +$68K 0.13% 44
2020
Q4 		$515K Hold
1,697
– – 0.13% 41
2020
Q3 		$384K Sell
1,697
-24
-1% -$5.5K 0.11% 46
2020
Q2 		$370K Sell
1,721
-1,340
-44% -$253K 0.11% 42
2020
Q1 		$500K Buy
3,061
+2,097
+218% +$404K 0.14% 22
2019
Q4 		$203K Sell
964
-516
-35% -$101K 0.06% 57
2019
Q3 		$285K Buy
+1,480
New +$286K 0.1% 44

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

Geller Advisors's ACN Position: Q4 2024 in Review

Geller Advisors reduced its Accenture (ACN) stake by 0.32% in Q4 2024, selling an estimated $3.6K and leaving 3,127 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #63.

Geller Advisors first reported a position in ACN in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.26M in Q4 2023. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Geller Advisors held 3,127 shares of Accenture worth $1.1M as of Q4 2024.
  • Geller Advisors sold 10 Accenture shares in Q4 2024, an estimated $3.6K.
  • Accenture made up 0.07% of Geller Advisors's portfolio in Q4 2024, its #63 holding.
  • Geller Advisors first reported a position in Accenture in Q3 2019 and has held it in 22 quarters since.
  • Geller Advisors's Accenture position peaked at $1.26M in Q4 2023.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.