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Pacific Capital Wealth Advisors’s Accenture ACN Stock Holding History

Pacific Capital Wealth Advisors’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
-74
Closed -$26K – 85
2024
Q4 		$26K Sell
74
-16
-18% -$5.76K ﹤0.01% 200
2024
Q3 		$31.8K Buy
90
+39
+76% +$12.8K 0.01% 190
2024
Q2 		$15.5K Hold
51
– – ﹤0.01% 265
2024
Q1 		$17.7K Buy
51
+37
+264% +$13.5K ﹤0.01% 197
2023
Q4 		$4.91K Buy
+14
New +$4.51K ﹤0.01% 252

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

Pacific Capital Wealth Advisors's ACN Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Accenture (ACN) in Q1 2025, closing a stake of 74 shares — an estimated $26K sold.

Pacific Capital Wealth Advisors first reported a position in ACN in Q4 2023 and held it in 5 quarters. The position peaked at $31.8K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 74 Accenture shares in Q1 2025, an estimated $26K.
  • Pacific Capital Wealth Advisors first reported a position in Accenture in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Accenture position peaked at $31.8K in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.