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Madison Wealth Management’s Accenture ACN Stock Holding History

Madison 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
2023
Q3 		$2.34M Buy
7,631
+277
+4% +$87.3K 0.49% 64
2023
Q2 		$2.27M Buy
7,354
+85
+1% +$24.7K 0.46% 69
2023
Q1 		$2.08M Buy
7,269
+45
+0.6% +$12.3K 0.45% 72
2022
Q4 		$1.93M Buy
7,224
+88
+1% +$24.3K 0.44% 70
2022
Q3 		$1.84M Buy
7,136
+1,400
+24% +$405K 0.45% 65
2022
Q2 		$1.59M Sell
5,736
-343
-6% -$103K 0.39% 72
2022
Q1 		$2.05M Buy
6,079
+125
+2% +$42.2K 0.43% 61
2021
Q4 		$2.47M Buy
5,954
+125
+2% +$45.6K 0.49% 55
2021
Q3 		$1.86M Buy
5,829
+50
+0.9% +$16.3K 0.41% 63
2021
Q2 		$1.7M Buy
5,779
+350
+6% +$100K 0.38% 67
2021
Q1 		$1.5M Buy
5,429
+344
+7% +$88.9K 0.37% 68
2020
Q4 		$1.33M Buy
5,085
+185
+4% +$44.3K 0.35% 62
2020
Q3 		$1.11M Buy
4,900
+155
+3% +$35.5K 0.33% 61
2020
Q2 		$1.02M Buy
4,745
+20
+0.4% +$3.78K 0.34% 63
2020
Q1 		$771K Sell
4,725
-100
-2% -$19.3K 0.31% 65
2019
Q4 		$1.02M Buy
+4,825
New +$940K 0.29% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Madison Wealth Management's ACN Position: Q3 2023 in Review

Madison Wealth Management increased its Accenture (ACN) stake by 3.8% in Q3 2023, buying an estimated $87.3K and bringing the position to 7,631 shares worth $2.34M. The position accounts for 0.49% of the portfolio, ranked #64.

Madison Wealth Management first reported a position in ACN in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.47M in Q4 2021. 2,135 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Madison Wealth Management held 7,631 shares of Accenture worth $2.34M as of Q3 2023.
  • Madison Wealth Management bought 277 Accenture shares in Q3 2023, an estimated $87.3K.
  • Accenture made up 0.49% of Madison Wealth Management's portfolio in Q3 2023, its #64 holding.
  • Madison Wealth Management first reported a position in Accenture in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Accenture position peaked at $2.47M in Q4 2021.
  • 2,135 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.