Tevis Investment Management’s Accenture ACN Stock Holding History

Tevis Investment 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	$646K	Sell	3,258 -57	-2%	-$13.3K	0.37%	61
2025 Q4	$817K	Hold	3,315	–	–	0.49%	61
2025 Q3	$817K	Buy	3,315 +51	+2%	+$13.3K	0.49%	61
2025 Q2	$976K	Buy	3,264 +1,005	+44%	+$306K	0.62%	52
2025 Q1	$795K	Hold	2,259	–	–	0.59%	53
2024 Q4	$795K	Sell	2,259 -24	-1%	-$8.64K	0.59%	53
2024 Q3	$807K	Buy	2,283 +62	+3%	+$20.4K	0.6%	53
2024 Q2	$674K	Buy	2,221 +121	+6%	+$37.1K	0.54%	55
2024 Q1	$728K	Sell	2,100 -775	-27%	-$282K	0.62%	53
2023 Q4	$1.01M	Sell	2,875 -125	-4%	-$40.3K	0.93%	41
2023 Q3	$921K	Buy	3,000 +14	+0.5%	+$4.41K	0.93%	42
2023 Q2	$921K	Buy	2,986 +97	+3%	+$28.2K	0.9%	41
2023 Q1	$826K	Buy	2,889 +50	+2%	+$13.6K	0.84%	43
2022 Q4	$758K	Buy	2,839 +52	+2%	+$14.4K	0.81%	45
2022 Q3	$717K	Buy	2,787 +100	+4%	+$28.9K	0.7%	48
2022 Q2	$741K	Buy	2,687 +846	+46%	+$254K	0.71%	47
2022 Q1	$614K	Buy	1,841 +697	+61%	+$235K	0.56%	54
2021 Q4	$479K	Buy	+1,144	New	+$417K	0.42%	76

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