Kolinsky Wealth Management’s Accenture ACN Stock Holding History

Kolinsky Wealth Management’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	$1.02M	Buy	2,887 +131	+5%	+$47.2K	0.62%	23
2024 Q3	$974K	Buy	2,756 +59	+2%	+$19.4K	0.63%	24
2024 Q2	$818K	Sell	2,697 -213	-7%	-$65.2K	0.59%	28
2024 Q1	$1.01M	Buy	2,910 +22	+0.8%	+$8.02K	0.77%	22
2023 Q4	$1.01M	Buy	2,888 +30	+1%	+$9.67K	0.89%	17
2023 Q3	$878K	Buy	2,858 +143	+5%	+$45.1K	0.87%	17
2023 Q2	$837K	Buy	2,715 +164	+6%	+$47.7K	0.79%	18
2023 Q1	$729K	Sell	2,551 -592	-19%	-$161K	0.77%	20
2022 Q4	$839K	Sell	3,143 -28	-0.9%	-$7.75K	0.96%	16
2022 Q3	$816K	Buy	3,171 +157	+5%	+$45.4K	1.02%	11
2022 Q2	$837K	Sell	3,014 -48	-2%	-$14.4K	0.99%	14
2022 Q1	$1.03M	Buy	3,062 +274	+10%	+$92.4K	1.01%	12
2021 Q4	$1.16M	Buy	+2,788	New	+$1.02M	1.07%	12

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kolinsky Wealth Management's ACN Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Accenture (ACN) stake by 4.8% in Q4 2024, buying an estimated $47.2K and bringing the position to 2,887 shares worth $1.02M. The position accounts for 0.62% of the portfolio, ranked #23.

Kolinsky Wealth Management first reported a position in ACN in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.16M in Q4 2021. 2,520 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Kolinsky Wealth Management held 2,887 shares of Accenture worth $1.02M as of Q4 2024.
Kolinsky Wealth Management bought 131 Accenture shares in Q4 2024, an estimated $47.2K.
Accenture made up 0.62% of Kolinsky Wealth Management's portfolio in Q4 2024, its #23 holding.
Kolinsky Wealth Management first reported a position in Accenture in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Accenture position peaked at $1.16M in Q4 2021.
2,520 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.