MONECO Advisors’s Accenture ACN Stock Holding History

MONECO Advisors’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	$273K	Sell	1,378 -125	-8%	-$29.1K	0.02%	428
2025 Q4	$403K	Buy	1,503 +1	+0.1%	+$254	0.03%	343
2025 Q3	$370K	Sell	1,502 -181	-11%	-$47.2K	0.03%	359
2025 Q2	$503K	Sell	1,683 -85	-5%	-$25.9K	0.05%	293
2025 Q1	$552K	Buy	1,768 +35	+2%	+$12.4K	0.06%	264
2024 Q4	$610K	Buy	1,733 +383	+28%	+$138K	0.06%	246
2024 Q3	$477K	Buy	1,350 +1	+0.1%	+$329	0.06%	265
2024 Q2	$409K	Sell	1,349 -6,994	-84%	-$2.14M	0.06%	265
2024 Q1	$2.89M	Buy	8,343 +176	+2%	+$64.1K	0.46%	53
2023 Q4	$2.87M	Buy	8,167 +6,491	+387%	+$2.09M	0.55%	39
2023 Q3	$515K	Buy	1,676 +4	+0.2%	+$1.26K	0.14%	169
2023 Q2	$516K	Sell	1,672 -21	-1%	-$6.1K	0.14%	172
2023 Q1	$484K	Buy	1,693 +846	+100%	+$231K	0.14%	168
2022 Q4	$226K	Sell	847 -97	-10%	-$26.8K	0.08%	234
2022 Q3	$243K	Hold	944	–	–	0.1%	202
2022 Q2	$262K	Buy	944 +3	+0.3%	+$901	0.1%	194
2022 Q1	$317K	Sell	941 -6	-0.6%	-$2.02K	0.12%	172
2021 Q4	$327K	Sell	947 -12	-1%	-$4.37K	0.12%	169
2021 Q3	$307K	Buy	+959	New	+$312K	0.12%	181

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