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O'Brien Wealth Partners’s Accenture ACN Stock Holding History

O'Brien 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
2025
Q3 		– Sell
-388
Closed -$116K – 98
2025
Q2 		$116K Buy
388
+3
+0.8% +$914 0.02% 58
2025
Q1 		$120K Hold
385
– – 0.02% 55
2024
Q4 		$135K Hold
385
– – 0.02% 50
2024
Q3 		$136K Sell
385
-6
-2% -$1.97K 0.03% 50
2024
Q2 		$119K Sell
391
-5
-1% -$1.53K 0.03% 48
2024
Q1 		$137K Sell
396
-18
-4% -$6.56K 0.03% 48
2023
Q4 		$145K Sell
414
-4
-1% -$1.29K 0.04% 49
2023
Q3 		$128K Hold
418
– – 0.04% 48
2023
Q2 		$129K Sell
418
-12
-3% -$3.49K 0.04% 49
2023
Q1 		$123K Sell
430
-8
-2% -$2.18K 0.04% 51
2022
Q4 		$117K Buy
+438
New +$121K 0.05% 55
2022
Q3 		– Sell
-490
Closed -$136K – 59
2022
Q2 		$136K Buy
490
+16
+3% +$4.81K 0.06% 57
2022
Q1 		$136K Buy
474
+23
+5% +$7.76K 0.05% 48
2021
Q4 		$156K Buy
451
+4
+0.9% +$1.46K 0.05% 46
2021
Q3 		$145K Sell
447
-251
-36% -$81.6K 0.05% 39
2021
Q2 		$218K Buy
+698
New +$200K 0.07% 42
2018
Q2 		– Sell
-30
Closed -$5K – 94
2018
Q1 		$5K Buy
+30
New +$4.75K ﹤0.01% 136

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return