OPS
ACN icon

Orion Portfolio Solutions’s Accenture ACN Stock Holding History

Orion Portfolio Solutions’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 		$19.4M Sell
62,157
-364
-0.6% -$129K 0.19% 105
2024
Q4 		$22M Sell
62,521
-6,496
-9% -$2.34M 0.22% 85
2024
Q3 		$24.4M Sell
69,017
-5,048
-7% -$1.66M 0.24% 73
2024
Q2 		$22.5M Sell
74,065
-5,165
-7% -$1.58M 0.24% 82
2024
Q1 		$27.5M Sell
79,230
-4,265
-5% -$1.55M 0.29% 57
2023
Q4 		$28.4M Sell
83,495
-494
-0.6% -$159K 0.33% 53
2023
Q3 		$25.8M Sell
83,989
-10,733
-11% -$3.38M 0.31% 57
2023
Q2 		$29.2M Sell
94,722
-579
-0.6% -$168K 0.31% 58
2023
Q1 		$27.2M Buy
95,301
+71,728
+304% +$19.6M 0.34% 51
2022
Q4 		$6.29M Buy
23,573
+305
+1% +$84.4K 0.22% 77
2022
Q3 		$5.99M Buy
23,268
+356
+2% +$103K 0.24% 72
2022
Q2 		$6.36M Sell
22,912
-335
-1% -$101K 0.26% 62
2022
Q1 		$7.84M Sell
23,247
-651
-3% -$220K 0.28% 58
2021
Q4 		$9.91M Buy
23,898
+2,335
+11% +$851K 0.33% 51
2021
Q3 		$6.9M Sell
21,563
-1,217
-5% -$396K 0.25% 60
2021
Q2 		$6.71M Buy
22,780
+3,720
+20% +$1.07M 0.26% 58
2021
Q1 		$5.26M Buy
19,060
+5,022
+36% +$1.3M 0.23% 67
2020
Q4 		$3.67M Buy
14,038
+4,027
+40% +$965K 0.17% 88
2020
Q3 		$2.26M Buy
10,011
+6,809
+213% +$1.56M 0.12% 108
2020
Q2 		$688K Buy
3,202
+589
+23% +$111K 0.04% 199
2020
Q1 		$427K Sell
2,613
-1,486
-36% -$286K 0.03% 218
2019
Q4 		$863K Buy
+4,099
New +$799K 0.07% 146

Other funds holding ACN

Vanguard Group
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

Orion Portfolio Solutions's ACN Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Accenture (ACN) stake by 0.58% in Q1 2025, selling an estimated $129K and leaving 62,157 shares worth $19.4M. The position accounts for 0.19% of the portfolio, ranked #105.

Orion Portfolio Solutions first reported a position in ACN in Q4 2019 and has held it in 22 quarters since. The position peaked at $29.2M in Q2 2023. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Orion Portfolio Solutions held 62,157 shares of Accenture worth $19.4M as of Q1 2025.
  • Orion Portfolio Solutions sold 364 Accenture shares in Q1 2025, an estimated $129K.
  • Accenture made up 0.19% of Orion Portfolio Solutions's portfolio in Q1 2025, its #105 holding.
  • Orion Portfolio Solutions first reported a position in Accenture in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Accenture position peaked at $29.2M in Q2 2023.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.