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Wellspring Financial Advisors’s Accenture ACN Stock Holding History

Wellspring Financial Advisors’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 – 140
2024
Q4 		$236K Buy
+670
New +$241K 0.02% 120
2022
Q2 		– Sell
-382
Closed -$129K – 102
2022
Q1 		$129K Buy
+382
New +$129K 0.04% 119

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

Wellspring Financial Advisors's ACN Position: Q1 2025 in Review

Wellspring Financial Advisors sold out of Accenture (ACN) in Q1 2025, closing a stake of 670 shares — an estimated $236K sold.

Wellspring Financial Advisors first reported a position in ACN in Q1 2022 and held it in 2 quarters. The position peaked at $236K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Wellspring Financial Advisors reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 670 Accenture shares in Q1 2025, an estimated $236K.
  • Wellspring Financial Advisors first reported a position in Accenture in Q1 2022 and held it in 2 quarters.
  • Wellspring Financial Advisors's Accenture position peaked at $236K in Q4 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Wellspring Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.