WestHill Financial Advisors’s Accenture ACN Stock Holding History

WestHill 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
2026 Q1	$792K	Sell	3,995 -30	-0.7%	-$6.99K	0.15%	38
2025 Q4	$1.08M	Buy	4,025 +197	+5%	+$50K	0.21%	31
2025 Q3	$944K	Sell	3,828 -84	-2%	-$21.9K	0.19%	32
2025 Q2	$1.17M	Sell	3,912 -7	-0.2%	-$2.13K	0.25%	28
2025 Q1	$1.22M	Sell	3,919 -762	-16%	-$269K	0.28%	25
2024 Q4	$1.65M	Sell	4,681 -34	-0.7%	-$12.2K	0.37%	22
2024 Q3	$1.67M	Buy	4,715 +7	+0.1%	+$2.3K	0.37%	21
2024 Q2	$1.43M	Buy	4,708 +3,898	+481%	+$1.19M	0.35%	23
2024 Q1	$281K	Hold	810	–	–	0.07%	62
2023 Q4	$284K	Sell	810 -27	-3%	-$8.7K	0.08%	53
2023 Q3	$257K	Hold	837	–	–	0.08%	50
2023 Q2	$258K	Hold	837	–	–	0.07%	53
2023 Q1	$239K	Hold	837	–	–	0.07%	52
2022 Q4	$223K	Hold	837	–	–	0.07%	55
2022 Q3	$215K	Hold	837	–	–	0.07%	55
2022 Q2	$232K	Hold	837	–	–	0.08%	56
2022 Q1	$282K	Hold	837	–	–	0.08%	54
2021 Q4	$347K	Sell	837 -11	-1%	-$4.01K	0.1%	45
2021 Q3	$271K	Buy	+848	New	+$276K	0.08%	48
2021 Q1	$213K	Hold	772	–	–	0.08%	50
2020 Q4	$202K	Buy	+772	New	+$185K	0.08%	48

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