New England Professional Planning Group’s Accenture ACN Stock Holding History

New England Professional Planning Group’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 Q2	–	Sell	-655	Closed	-$204K	–	47
2025 Q1	$204K	Hold	655	–	–	0.1%	45
2024 Q4	$230K	Buy	655 +29	+5%	+$10.4K	0.11%	44
2024 Q3	$221K	Buy	+626	New	+$206K	0.11%	43
2024 Q2	–	Sell	-627	Closed	-$217K	–	51
2024 Q1	$217K	Buy	+627	New	+$229K	0.11%	48
2022 Q2	–	Sell	-701	Closed	-$239K	–	41
2022 Q1	$239K	Sell	701 -31	-4%	-$10.5K	0.14%	34
2021 Q4	$265K	Sell	732 -189	-21%	-$68.9K	0.16%	29
2021 Q3	$332K	Sell	921 -82	-8%	-$26.7K	0.2%	25
2021 Q2	$321K	Hold	1,003	–	–	0.19%	23
2021 Q1	$292K	Buy	+1,003	New	+$259K	0.18%	32
2020 Q1	–	Sell	-1,140	Closed	-$241K	–	42
2019 Q4	$241K	Buy	+1,140	New	+$222K	0.19%	43
2018 Q3	–	Sell	-1,255	Closed	-$205K	–	50
2018 Q2	$205K	Buy	+1,255	New	+$195K	0.26%	37
2016 Q2	$215K	Sell	1,882 -18	-0.9%	-$2.09K	0.24%	41
2016 Q1	$221K	Sell	1,900 -227	-11%	-$23.3K	0.22%	36
2015 Q4	$223K	Buy	+2,127	New	+$224K	0.25%	40

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

New England Professional Planning Group's ACN Position: Q2 2025 in Review

New England Professional Planning Group sold out of Accenture (ACN) in Q2 2025, closing a stake of 655 shares — an estimated $204K sold.

New England Professional Planning Group first reported a position in ACN in Q4 2015 and held it in 14 quarters. The position peaked at $332K in Q3 2021. 2,371 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

New England Professional Planning Group reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
New England Professional Planning Group sold 655 Accenture shares in Q2 2025, an estimated $204K.
New England Professional Planning Group first reported a position in Accenture in Q4 2015 and held it in 14 quarters.
New England Professional Planning Group's Accenture position peaked at $332K in Q3 2021.
2,371 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on New England Professional Planning Group's 13F filing for Q2 2025, filed 23 Jul 2025.