Spartan Planning & Wealth Management’s Accenture ACN Stock Holding History

Spartan Planning & 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	-1,190	Closed	-$419K	–	66
2024 Q4	$419K	Buy	+1,190	New	+$428K	0.38%	44
2023 Q4	$380K	Sell	1,082 -313	-22%	-$101K	0.4%	33
2023 Q3	$428K	Buy	+1,395	New	+$440K	0.5%	31
2022 Q4	$1.07K	Buy	+4	New	+$1.11K	﹤0.01%	133
2022 Q2	–	Sell	-1,063	Closed	-$358K	–	89
2022 Q1	$358K	Buy	+1,063	New	+$359K	0.45%	28

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spartan Planning & Wealth Management's ACN Position: Q1 2025 in Review

Spartan Planning & Wealth Management sold out of Accenture (ACN) in Q1 2025, closing a stake of 1,190 shares — an estimated $419K sold.

Spartan Planning & Wealth Management first reported a position in ACN in Q1 2022 and held it in 5 quarters. The position peaked at $428K in Q3 2023. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

Spartan Planning & Wealth Management reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,190 Accenture shares in Q1 2025, an estimated $419K.
Spartan Planning & Wealth Management first reported a position in Accenture in Q1 2022 and held it in 5 quarters.
Spartan Planning & Wealth Management's Accenture position peaked at $428K in Q3 2023.
2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.