Rise Advisors’s Accenture ACN Stock Holding History

Rise 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 Q4	–	Sell	-383	Closed	-$94.4K	–	116
2025 Q3	$94.4K	Buy	383 +4	+1%	+$1.04K	0.03%	168
2025 Q2	$113K	Buy	379 +9	+2%	+$2.74K	0.04%	142
2025 Q1	$116K	Buy	370 +43	+13%	+$15.2K	0.05%	133
2024 Q4	$115K	Sell	327 -1	-0.3%	-$360	0.06%	132
2024 Q3	$116K	Buy	328 +1	+0.3%	+$329	0.06%	136
2024 Q2	$99.1K	Buy	327 +2	+0.6%	+$613	0.05%	149
2024 Q1	$113K	Buy	325 +319	+5,317%	+$116K	0.06%	138
2023 Q4	$2.17K	Hold	6	–	–	﹤0.01%	457
2023 Q3	$1.91K	Sell	6 -3	-33%	-$945	﹤0.01%	474
2023 Q2	$2.83K	Sell	9 -5	-36%	-$1.45K	﹤0.01%	478
2023 Q1	$4.04K	Buy	14 +5	+56%	+$1.36K	﹤0.01%	483
2022 Q4	$2.43K	Sell	9 -250	-97%	-$69.2K	﹤0.01%	537
2022 Q3	$67K	Buy	259 +250	+2,778%	+$72.2K	0.06%	125
2022 Q2	$3K	Buy	9 +3	+50%	+$901	﹤0.01%	488
2022 Q1	$2K	Sell	6 -5	-45%	-$1.69K	﹤0.01%	513
2021 Q4	$4.56K	Buy	+11	New	+$4.01K	﹤0.01%	413

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM