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Rockline Wealth Management’s Accenture ACN Stock Holding History

Rockline Wealth Management’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
-619
Closed -$218K – 96
2024
Q4 		$218K Hold
619
– – 0.06% 96
2024
Q3 		$219K Buy
+619
New +$204K 0.06% 95
2024
Q2 		– Sell
-619
Closed -$215K – 98
2024
Q1 		$215K Hold
619
– – 0.08% 91
2023
Q4 		$217K Buy
+619
New +$200K 0.09% 85

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

Rockline Wealth Management's ACN Position: Q1 2025 in Review

Rockline Wealth Management sold out of Accenture (ACN) in Q1 2025, closing a stake of 619 shares — an estimated $218K sold.

Rockline Wealth Management first reported a position in ACN in Q4 2023 and held it in 4 quarters. The position peaked at $219K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Rockline Wealth Management reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 619 Accenture shares in Q1 2025, an estimated $218K.
  • Rockline Wealth Management first reported a position in Accenture in Q4 2023 and held it in 4 quarters.
  • Rockline Wealth Management's Accenture position peaked at $219K in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Rockline Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.