Morningstar Investment Services’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-671
Closed -$236K 136
2024
Q4
$236K Sell
671
-3,132
-82% -$1.13M 0.02% 137
2024
Q3
$1.33M Buy
3,803
+1,567
+70% +$515K 0.01% 195
2024
Q2
$678K Buy
2,236
+101
+5% +$30.9K 0.01% 222
2024
Q1
$728K Sell
2,135
-1,252
-37% -$456K 0.01% 208
2023
Q4
$1.19M Buy
3,387
+1,740
+106% +$561K 0.01% 215
2023
Q3
$495K Buy
1,647
+312
+23% +$98.3K 0.01% 208
2023
Q2
$410K Buy
1,335
+628
+89% +$182K 0.01% 200
2023
Q1
$200K Buy
+707
New +$193K ﹤0.01% 228
2022
Q1
Sell
-630
Closed -$261K 234
2021
Q4
$261K Buy
+630
New +$230K ﹤0.01% 220
2015
Q2
Sell
-2,712
Closed -$254K 210
2015
Q1
$254K Sell
2,712
-432
-14% -$38.6K 0.01% 197
2014
Q4
$281K Buy
+3,144
New +$261K 0.01% 198
2014
Q1
Sell
-21,112
Closed -$1.74M 199
2013
Q4
$1.74M Buy
+21,112
New +$1.6M 0.13% 124

Other funds holding ACN

Morningstar Investment Services's ACN Position: Q1 2025 in Review

Morningstar Investment Services sold out of Accenture (ACN) in Q1 2025, closing a stake of 671 shares — an estimated $236K sold.

Morningstar Investment Services first reported a position in ACN in Q4 2013 and held it in 12 quarters. The position peaked at $1.74M in Q4 2013. 2,433 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Morningstar Investment Services reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Morningstar Investment Services sold 671 Accenture shares in Q1 2025, an estimated $236K.
  • Morningstar Investment Services first reported a position in Accenture in Q4 2013 and held it in 12 quarters.
  • Morningstar Investment Services's Accenture position peaked at $1.74M in Q4 2013.
  • 2,433 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.