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Semus Wealth Partners’s Accenture ACN Stock Holding History

Semus Wealth Partners’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
-590
Closed -$208K – 115
2024
Q4 		$208K Sell
590
-334
-36% -$120K 0.14% 106
2024
Q3 		$327K Sell
924
-187
-17% -$61.5K 0.23% 84
2024
Q2 		$337K Sell
1,111
-202
-15% -$61.9K 0.26% 73
2024
Q1 		$455K Sell
1,313
-5
-0.4% -$1.82K 0.38% 58
2023
Q4 		$462K Buy
1,318
+157
+14% +$50.6K 0.38% 60
2023
Q3 		$357K Buy
1,161
+12
+1% +$3.78K 0.33% 68
2023
Q2 		$355K Sell
1,149
-56
-5% -$16.3K 0.33% 66
2023
Q1 		$344K Buy
1,205
+34
+3% +$9.27K 0.37% 66
2022
Q4 		$312K Buy
+1,171
New +$324K 0.38% 68

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

Semus Wealth Partners's ACN Position: Q1 2025 in Review

Semus Wealth Partners sold out of Accenture (ACN) in Q1 2025, closing a stake of 590 shares — an estimated $208K sold.

Semus Wealth Partners first reported a position in ACN in Q4 2022 and held it in 9 quarters. The position peaked at $462K in Q4 2023. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Semus Wealth Partners reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 590 Accenture shares in Q1 2025, an estimated $208K.
  • Semus Wealth Partners first reported a position in Accenture in Q4 2022 and held it in 9 quarters.
  • Semus Wealth Partners's Accenture position peaked at $462K in Q4 2023.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Semus Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.