J.M. Forbes & Co’s Accenture ACN Stock Holding History

J.M. Forbes & Co’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	$722K	Sell	3,643 -31	-0.8%	-$7.22K	0.06%	88
2025 Q4	$986K	Sell	3,674 -64	-2%	-$16.3K	0.08%	82
2025 Q3	$922K	Hold	3,738	–	–	0.08%	81
2025 Q2	$1.12M	Sell	3,738 -32	-0.8%	-$9.75K	0.1%	78
2025 Q1	$1.18M	Hold	3,770	–	–	0.11%	77
2024 Q4	$1.33M	Hold	3,770	–	–	0.13%	75
2024 Q3	$1.33M	Sell	3,770 -19	-0.5%	-$6.25K	0.13%	72
2024 Q2	$1.15M	Buy	3,789 +219	+6%	+$67.1K	0.12%	75
2024 Q1	$1.24M	Sell	3,570 -110	-3%	-$40.1K	0.13%	75
2023 Q4	$1.29M	Buy	3,680 +86	+2%	+$27.7K	0.15%	68
2023 Q3	$1.1M	Hold	3,594	–	–	0.14%	69
2023 Q2	$1.11M	Buy	3,594 +2,717	+310%	+$790K	0.14%	68
2023 Q1	$251K	Hold	877	–	–	0.03%	98
2022 Q4	$234K	Buy	+877	New	+$243K	0.03%	102
2013 Q3	–	Sell	-101,342	Closed	-$7.29M	–	88
2013 Q2	$7.29M	Buy	+101,342	New	+$8.05M	2.17%	16

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