Selective Wealth Management’s Accenture ACN Stock Holding History

Selective 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
2026 Q1	$451K	Buy	2,501 +1	+0%	+$233	0.13%	82
2025 Q4	$719K	Buy	2,500 +5	+0.2%	+$1.27K	0.22%	46
2025 Q3	$627K	Hold	2,495	–	–	0.2%	52
2025 Q2	$742K	Sell	2,495 -2,646	-51%	-$806K	0.27%	42
2025 Q1	$1.46M	Buy	5,141 +90	+2%	+$31.8K	0.64%	23
2024 Q4	$1.76M	Hold	5,051	–	–	0.72%	22
2024 Q3	$1.82M	Buy	5,051 +76	+2%	+$25K	0.76%	20
2024 Q2	$1.48M	Sell	4,975 -38	-0.8%	-$11.6K	0.65%	26
2024 Q1	$1.63M	Buy	5,013 +187	+4%	+$68.2K	0.71%	24
2023 Q4	$1.63M	Buy	+4,826	New	+$1.56M	0.82%	23
2022 Q4	–	Sell	-216	Closed	-$56K	–	132
2022 Q3	$56K	Buy	216 +10	+5%	+$2.89K	0.02%	285
2022 Q2	$57K	Sell	206 -150	-42%	-$45.1K	0.02%	301
2022 Q1	$120K	Buy	356 +50	+16%	+$16.9K	0.04%	188
2021 Q4	$127K	Buy	306 +100	+49%	+$36.4K	0.05%	166
2021 Q3	$66K	Hold	206	–	–	0.04%	230
2021 Q2	$61K	Hold	206	–	–	0.05%	169
2021 Q1	$57K	Hold	206	–	–	0.05%	116
2020 Q4	$54K	Hold	206	–	–	0.03%	108
2020 Q3	$47K	Hold	206	–	–	0.04%	100
2020 Q2	$44K	Buy	+206	New	+$39K	0.04%	114

Other funds holding ACN

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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