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Premier Path Wealth Partners’s Accenture ACN Stock Holding History

Premier Path 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 		$800K Buy
4,036
+1,015
+34% +$236K 0.1% 188
2025
Q4 		$811K Buy
3,021
+615
+26% +$156K 0.1% 189
2025
Q3 		$593K Sell
2,406
-273
-10% -$71.2K 0.08% 240
2025
Q2 		$801K Sell
2,679
-110
-4% -$33.5K 0.11% 192
2025
Q1 		$870K Sell
2,789
-119
-4% -$42K 0.14% 177
2024
Q4 		$1.02M Buy
2,908
+39
+1% +$14K 0.16% 156
2024
Q3 		$1.01M Buy
2,869
+245
+9% +$80.6K 0.16% 153
2024
Q2 		$796K Sell
2,624
-330
-11% -$101K 0.14% 166
2024
Q1 		$1.02M Sell
2,954
-117
-4% -$42.6K 0.19% 139
2023
Q4 		$1.06M Buy
+3,071
New +$990K 0.23% 112

Other funds holding ACN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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