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Schechter Investment Advisors’s Accenture ACN Stock Holding History

Schechter Investment 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
Q1 		$2.71M Sell
8,680
-1,081
-11% -$382K 0.22% 89
2024
Q4 		$3.43M Sell
9,761
-1,323
-12% -$476K 0.26% 76
2024
Q3 		$3.92M Buy
11,084
+3
+0% +$987 0.29% 68
2024
Q2 		$3.36M Buy
11,081
+594
+6% +$182K 0.25% 71
2024
Q1 		$3.63M Sell
10,487
-36
-0.3% -$13.1K 0.27% 67
2023
Q4 		$3.69M Sell
10,523
-90
-0.8% -$29K 0.32% 58
2023
Q3 		$3.26M Sell
10,613
-780
-7% -$246K 0.32% 53
2023
Q2 		$3.52M Buy
11,393
+562
+5% +$163K 0.32% 54
2023
Q1 		$3.1M Sell
10,831
-1,284
-11% -$350K 0.29% 62
2022
Q4 		$3.23M Buy
12,115
+686
+6% +$190K 0.3% 56
2022
Q3 		$2.94M Hold
11,429
– – 0.29% 51
2022
Q2 		$3.17M Buy
11,429
+871
+8% +$262K 0.31% 45
2022
Q1 		$3.56M Sell
10,558
-913
-8% -$308K 0.33% 43
2021
Q4 		$4.76M Buy
+11,471
New +$4.18M 0.43% 34

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

Schechter Investment Advisors's ACN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Accenture (ACN) stake by 11% in Q1 2025, selling an estimated $382K and leaving 8,680 shares worth $2.71M. The position accounts for 0.22% of the portfolio, ranked #89.

Schechter Investment Advisors first reported a position in ACN in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.76M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Schechter Investment Advisors held 8,680 shares of Accenture worth $2.71M as of Q1 2025.
  • Schechter Investment Advisors sold 1,081 Accenture shares in Q1 2025, an estimated $382K.
  • Accenture made up 0.22% of Schechter Investment Advisors's portfolio in Q1 2025, its #89 holding.
  • Schechter Investment Advisors first reported a position in Accenture in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Accenture position peaked at $4.76M in Q4 2021.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.