Tradewinds LLC’s Accenture ACN Stock Holding History

Tradewinds LLC’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	–	Sell	-840	Closed	-$225K	–	157
2025 Q4	$225K	Sell	840 -24	-3%	-$6.1K	0.05%	193
2025 Q3	$213K	Buy	+864	New	+$225K	0.05%	204
2025 Q2	–	Sell	-903	Closed	-$282K	–	85
2025 Q1	$282K	Sell	903 -23	-2%	-$8.12K	0.08%	168
2024 Q4	$357K	Sell	926 -55	-6%	-$19.8K	0.1%	149
2024 Q3	$347K	Buy	981 +38	+4%	+$12.5K	0.11%	129
2024 Q2	$286K	Buy	943 +85	+10%	+$26K	0.09%	156
2024 Q1	$297K	Buy	+858	New	+$313K	0.14%	61
2023 Q3	$263K	Buy	+855	New	+$269K	0.15%	99
2023 Q2	–	Sell	-753	Closed	-$215K	–	101
2023 Q1	$215K	Buy	+753	New	+$205K	0.13%	117
2022 Q3	–	Sell	-736	Closed	-$204K	–	107
2022 Q2	$204K	Buy	+736	New	+$221K	0.14%	113
2021 Q4	$304K	Buy	+866	New	+$316K	0.36%	43

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