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Ullmann Wealth Partners Group’s Accenture ACN Stock Holding History

Ullmann Wealth Partners Group’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
-670
Closed -$236K – 138
2024
Q4 		$236K Buy
+670
New +$241K 0.03% 120

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ullmann Wealth Partners Group's ACN Position: Q1 2025 in Review

Ullmann Wealth Partners Group sold out of Accenture (ACN) in Q1 2025, closing a stake of 670 shares — an estimated $236K sold.

Ullmann Wealth Partners Group first reported a position in ACN in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 2,438 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Ullmann Wealth Partners Group reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 670 Accenture shares in Q1 2025, an estimated $236K.
  • Ullmann Wealth Partners Group first reported a position in Accenture in Q4 2024 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Accenture position peaked at $236K in Q4 2024.
  • 2,438 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2025, filed 11 Apr 2025.