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Optivise Advisory Services’s Accenture ACN Stock Holding History

Optivise Advisory Services’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
Q1 		– Sell
-776
Closed -$273K – 197
2024
Q4 		$273K Sell
776
-15
-2% -$5.4K 0.15% 138
2024
Q3 		$280K Buy
+791
New +$260K 0.15% 130

Other funds holding ACN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optivise Advisory Services's ACN Position: Q1 2025 in Review

Optivise Advisory Services sold out of Accenture (ACN) in Q1 2025, closing a stake of 776 shares — an estimated $273K sold.

Optivise Advisory Services first reported a position in ACN in Q3 2024 and held it in 2 quarters. The position peaked at $280K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Optivise Advisory Services reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 776 Accenture shares in Q1 2025, an estimated $273K.
  • Optivise Advisory Services first reported a position in Accenture in Q3 2024 and held it in 2 quarters.
  • Optivise Advisory Services's Accenture position peaked at $280K in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Optivise Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.