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Wellington Wealth Strategies’s Accenture ACN Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$1.9M Sell
4,875
-1,390
-22% -$500K 1.73% 16
2024
Q3 		$2.16M Buy
+6,265
New +$2.06M 1.64% 21
2024
Q2 		– Sell
-4,648
Closed -$1.61M – 52
2024
Q1 		$1.61M Sell
4,648
-2,345
-34% -$855K 0.75% 39
2023
Q4 		$2.45M Buy
+6,993
New +$2.25M 2.07% 12
2020
Q4 		$2.45M Buy
+6,993
New +$1.68M 2.07% 12

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Wealth Strategies's ACN Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Accenture (ACN) stake by 22% in Q4 2024, selling an estimated $500K and leaving 4,875 shares worth $1.9M. The position accounts for 1.73% of the portfolio, ranked #16.

Wellington Wealth Strategies first reported a position in ACN in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.45M in Q4 2023. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Wellington Wealth Strategies held 4,875 shares of Accenture worth $1.9M as of Q4 2024.
  • Wellington Wealth Strategies sold 1,390 Accenture shares in Q4 2024, an estimated $500K.
  • Accenture made up 1.73% of Wellington Wealth Strategies's portfolio in Q4 2024, its #16 holding.
  • Wellington Wealth Strategies first reported a position in Accenture in Q4 2020 and has held it in 5 quarters since.
  • Wellington Wealth Strategies's Accenture position peaked at $2.45M in Q4 2023.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.