Obermeyer Wealth Partners’s Accenture ACN Stock Holding History

Obermeyer Wealth Partners’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	$333K	Sell	1,681 -1,124	-40%	-$262K	0.02%	228
2025 Q4	$753K	Sell	2,805 -248	-8%	-$63K	0.03%	140
2025 Q3	$753K	Sell	3,053 -8,034	-72%	-$2.09M	0.04%	134
2025 Q2	$3.31M	Buy	11,087 +1,069	+11%	+$326K	0.17%	55
2025 Q1	$3.13M	Buy	10,018 +1,757	+21%	+$621K	0.17%	54
2024 Q4	$2.91M	Buy	8,261 +1,660	+25%	+$598K	0.15%	55
2024 Q3	$2.33M	Buy	6,601 +41	+0.6%	+$13.5K	0.12%	65
2024 Q2	$1.99M	Buy	6,560 +4,763	+265%	+$1.46M	0.11%	72
2024 Q1	$623K	Buy	1,797 +17	+1%	+$6.2K	0.04%	123
2023 Q4	$625K	Buy	1,780 +133	+8%	+$42.9K	0.04%	95
2023 Q3	$506K	Hold	1,647	–	–	0.04%	112
2023 Q2	$508K	Hold	1,647	–	–	0.04%	116
2023 Q1	$471K	Sell	1,647 -186	-10%	-$50.7K	0.04%	119
2022 Q4	$489K	Sell	1,833 -65	-3%	-$18K	0.04%	115
2022 Q3	$488K	Hold	1,898	–	–	0.04%	118
2022 Q2	$527K	Hold	1,898	–	–	0.04%	110
2022 Q1	$640K	Hold	1,898	–	–	0.04%	111
2021 Q4	$787K	Buy	1,898 +53	+3%	+$19.3K	0.04%	93
2021 Q3	$590K	Buy	1,845 +168	+10%	+$54.6K	0.03%	106
2021 Q2	$494K	Hold	1,677	–	–	0.03%	127
2021 Q1	$463K	Buy	+1,677	New	+$433K	0.03%	134

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