Schear Investment Advisers’s Accenture ACN Stock Holding History

Schear Investment Advisers’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	-3,815	Closed	-$941K	–	76
2025 Q3	$941K	Sell	3,815 -83	-2%	-$21.6K	0.42%	67
2025 Q2	$1.17M	Sell	3,898 -64	-2%	-$19.5K	0.58%	56
2025 Q1	$1.24M	Hold	3,962	–	–	0.71%	51
2024 Q4	$1.39M	Buy	3,962 +166	+4%	+$59.8K	0.74%	40
2024 Q3	$1.34M	Buy	3,796 +50	+1%	+$16.4K	0.83%	43
2024 Q2	$1.14M	Buy	3,746 +1	+0%	+$306	0.82%	40
2024 Q1	$1.3M	Buy	3,745 +94	+3%	+$34.3K	1.04%	27
2023 Q4	$1.28M	Buy	3,651 +45	+1%	+$14.5K	1.24%	25
2023 Q3	$1.11M	Sell	3,606 -117	-3%	-$36.9K	1.19%	27
2023 Q2	$1.15M	Buy	3,723 +376	+11%	+$109K	1.21%	28
2023 Q1	$957K	Buy	3,347 +291	+10%	+$79.3K	1.14%	30
2022 Q4	$815K	Buy	+3,056	New	+$845K	1.01%	34

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