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Marcum Wealth’s Accenture ACN Stock Holding History

Marcum Wealth’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 		$731K Buy
2,343
+74
+3% +$26.1K 0.06% 148
2024
Q4 		$798K Buy
2,269
+33
+1% +$11.9K 0.07% 137
2024
Q3 		$790K Buy
2,236
+239
+12% +$78.6K 0.07% 137
2024
Q2 		$606K Buy
1,997
+72
+4% +$22.1K 0.06% 162
2024
Q1 		$667K Buy
1,925
+148
+8% +$53.9K 0.07% 147
2023
Q4 		$624K Buy
1,777
+111
+7% +$35.8K 0.07% 150
2023
Q3 		$512K Sell
1,666
-124
-7% -$39.1K 0.06% 168
2023
Q2 		$552K Buy
1,790
+441
+33% +$128K 0.06% 158
2023
Q1 		$386K Buy
1,349
+194
+17% +$52.9K 0.05% 213
2022
Q4 		$308K Sell
1,155
-126
-10% -$34.9K 0.04% 236
2022
Q3 		$330K Buy
1,281
+26
+2% +$7.51K 0.05% 223
2022
Q2 		$348K Buy
1,255
+88
+8% +$26.4K 0.05% 214
2022
Q1 		$394K Buy
1,167
+153
+15% +$51.6K 0.05% 200
2021
Q4 		$420K Sell
1,014
-64
-6% -$23.3K 0.06% 195
2021
Q3 		$345K Buy
1,078
+191
+22% +$62.1K 0.05% 214
2021
Q2 		$261K Sell
887
-39
-4% -$11.2K 0.04% 238
2021
Q1 		$256K Buy
926
+81
+10% +$20.9K 0.04% 245
2020
Q4 		$221K Buy
+845
New +$203K 0.05% 132

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

Marcum Wealth's ACN Position: Q1 2025 in Review

Marcum Wealth increased its Accenture (ACN) stake by 3.3% in Q1 2025, buying an estimated $26.1K and bringing the position to 2,343 shares worth $731K. The position accounts for 0.06% of the portfolio, ranked #148.

Marcum Wealth first reported a position in ACN in Q4 2020 and has held it in 18 quarters since. The position peaked at $798K in Q4 2024. 2,433 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Marcum Wealth held 2,343 shares of Accenture worth $731K as of Q1 2025.
  • Marcum Wealth bought 74 Accenture shares in Q1 2025, an estimated $26.1K.
  • Accenture made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #148 holding.
  • Marcum Wealth first reported a position in Accenture in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Accenture position peaked at $798K in Q4 2024.
  • 2,433 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.