Merriman Wealth Management’s Accenture ACN Stock Holding History

Merriman 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	$675K	Sell	1,919 -298	-13%	-$107K	0.03%	110
2024 Q3	$784K	Buy	+2,217	New	+$729K	0.03%	114
2022 Q2	–	Sell	-15,461	Closed	-$5.21M	–	167
2022 Q1	$5.21M	Sell	15,461 -115	-0.7%	-$38.8K	0.43%	32
2021 Q4	$6.46M	Buy	15,576 +238	+2%	+$86.7K	0.47%	37
2021 Q3	$4.91M	Hold	15,338	–	–	0.41%	40
2021 Q2	$4.52M	Buy	15,338 +240	+2%	+$68.7K	0.39%	45
2021 Q1	$4.17M	Sell	15,098 -10	-0.1%	-$2.58K	0.48%	44
2020 Q4	$3.95M	Buy	15,108 +17	+0.1%	+$4.08K	0.42%	52
2020 Q3	$3.41M	Buy	+15,091	New	+$3.46M	0.51%	46

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Merriman Wealth Management reduced its Accenture (ACN) stake by 13% in Q4 2024, selling an estimated $107K and leaving 1,919 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #110.

Merriman Wealth Management first reported a position in ACN in Q3 2020 and has held it in 9 quarters since. The position peaked at $6.46M in Q4 2021. 2,515 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Merriman Wealth Management held 1,919 shares of Accenture worth $675K as of Q4 2024.
Merriman Wealth Management sold 298 Accenture shares in Q4 2024, an estimated $107K.
Accenture made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #110 holding.
Merriman Wealth Management first reported a position in Accenture in Q3 2020 and has held it in 9 quarters since.
Merriman Wealth Management's Accenture position peaked at $6.46M in Q4 2021.
2,515 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

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