PFA
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Pure Financial Advisors’s Accenture ACN Stock Holding History

Pure Financial 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
2026
Q1 		$603K Buy
3,043
+78
+3% +$18.2K 0.01% 298
2025
Q4 		$795K Buy
2,965
+89
+3% +$22.6K 0.01% 242
2025
Q3 		$709K Buy
2,876
+77
+3% +$20.1K 0.01% 250
2025
Q2 		$837K Buy
2,799
+494
+21% +$150K 0.01% 219
2025
Q1 		$719K Buy
2,305
+619
+37% +$219K 0.02% 201
2024
Q4 		$593K Sell
1,686
-245
-13% -$88.2K 0.01% 199
2024
Q3 		$683K Buy
1,931
+33
+2% +$10.9K 0.02% 185
2024
Q2 		$576K Sell
1,898
-179
-9% -$54.8K 0.02% 190
2024
Q1 		$720K Sell
2,077
-684
-25% -$249K 0.02% 165
2023
Q4 		$969K Buy
2,761
+124
+5% +$40K 0.03% 146
2023
Q3 		$810K Sell
2,637
-5
-0.2% -$1.57K 0.03% 139
2023
Q2 		$815K Sell
2,642
-897
-25% -$261K 0.03% 136
2023
Q1 		$1.01M Buy
+3,539
New +$965K 0.05% 129

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