SFC
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Strategic Financial Concepts’s Accenture ACN Stock Holding History

Strategic Financial Concepts’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
-665
Closed -$234K – 337
2024
Q4 		$234K Sell
665
-130
-16% -$46.8K 0.04% 292
2024
Q3 		$281K Sell
795
-91,381
-99% -$30M 0.09% 183
2024
Q2 		$280 Buy
+92,176
New +$28.2M ﹤0.01% 689

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

Strategic Financial Concepts's ACN Position: Q1 2025 in Review

Strategic Financial Concepts sold out of Accenture (ACN) in Q1 2025, closing a stake of 665 shares — an estimated $234K sold.

Strategic Financial Concepts first reported a position in ACN in Q2 2024 and held it in 3 quarters. The position peaked at $281K in Q3 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Strategic Financial Concepts reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 665 Accenture shares in Q1 2025, an estimated $234K.
  • Strategic Financial Concepts first reported a position in Accenture in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's Accenture position peaked at $281K in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Strategic Financial Concepts's 13F filing for Q1 2025, filed 28 Apr 2025.