IWN
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Independent Wealth Network’s Accenture ACN Stock Holding History

Independent Wealth Network’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
-584
Closed -$205K – 246
2024
Q4 		$205K Buy
+584
New +$210K 0.08% 226
2024
Q1 		– Sell
-633
Closed -$222K – 224
2023
Q4 		$222K Sell
633
-40
-6% -$12.9K 0.12% 186
2023
Q3 		$207K Sell
673
-10
-1% -$3.15K 0.13% 186
2023
Q2 		$211K Buy
+683
New +$198K 0.13% 184
2022
Q2 		– Sell
-700
Closed -$236K – 188
2022
Q1 		$236K Sell
700
-140
-17% -$47.2K 0.15% 165
2021
Q4 		$348K Buy
840
+6
+0.7% +$2.19K 0.21% 124
2021
Q3 		$302K Buy
+834
New +$271K 0.2% 133

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

Independent Wealth Network's ACN Position: Q1 2025 in Review

Independent Wealth Network sold out of Accenture (ACN) in Q1 2025, closing a stake of 584 shares — an estimated $205K sold.

Independent Wealth Network first reported a position in ACN in Q3 2021 and held it in 7 quarters. The position peaked at $348K in Q4 2021. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Independent Wealth Network reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Independent Wealth Network sold 584 Accenture shares in Q1 2025, an estimated $205K.
  • Independent Wealth Network first reported a position in Accenture in Q3 2021 and held it in 7 quarters.
  • Independent Wealth Network's Accenture position peaked at $348K in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Independent Wealth Network's 13F filing for Q1 2025, filed 2 May 2025.