HFP
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Holistic Financial Partners’s Accenture ACN Stock Holding History

Holistic Financial Partners’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
-778
Closed -$274K – 124
2024
Q4 		$274K Buy
778
+17
+2% +$6.12K 0.14% 94
2024
Q3 		$269K Buy
761
+9
+1% +$2.96K 0.13% 94
2024
Q2 		$228K Buy
752
+89
+13% +$27.3K 0.11% 102
2024
Q1 		$230K Buy
+663
New +$242K 0.12% 109
2023
Q3 		– Sell
-660
Closed -$204K – 108
2023
Q2 		$204K Buy
+660
New +$192K 0.14% 102

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Financial Partners's ACN Position: Q1 2025 in Review

Holistic Financial Partners sold out of Accenture (ACN) in Q1 2025, closing a stake of 778 shares — an estimated $274K sold.

Holistic Financial Partners first reported a position in ACN in Q2 2023 and held it in 5 quarters. The position peaked at $274K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Holistic Financial Partners reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 778 Accenture shares in Q1 2025, an estimated $274K.
  • Holistic Financial Partners first reported a position in Accenture in Q2 2023 and held it in 5 quarters.
  • Holistic Financial Partners's Accenture position peaked at $274K in Q4 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Holistic Financial Partners's 13F filing for Q1 2025, filed 6 May 2025.