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1858 Wealth Management’s Accenture ACN Stock Holding History

1858 Wealth Management’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
Q3 		$209K Buy
+848
New +$221K 0.15% 108
2024
Q3 		– Sell
-832
Closed -$252K – 123
2024
Q2 		$252K Sell
832
-166
-17% -$50.9K 0.21% 92
2024
Q1 		$350K Hold
998
– – 0.33% 77
2023
Q4 		$350K Buy
+998
New +$322K 0.33% 77

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's ACN Position: Q3 2025 in Review

1858 Wealth Management opened a new position in Accenture (ACN) in Q3 2025: 848 shares worth $209K. The stake represents 0.15% of the portfolio and ranks #108 among its holdings. This is a return to the name: 1858 Wealth Management previously reported a position in ACN as recently as Q2 2024.

1858 Wealth Management first reported a position in ACN in Q4 2023 and has held it in 4 quarters since. The position peaked at $350K in Q1 2024. 2,222 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • 1858 Wealth Management held 848 shares of Accenture worth $209K as of Q3 2025.
  • Accenture was a new 1858 Wealth Management position in Q3 2025.
  • Accenture made up 0.15% of 1858 Wealth Management's portfolio in Q3 2025, its #108 holding.
  • 1858 Wealth Management first reported a position in Accenture in Q4 2023 and has held it in 4 quarters since.
  • 1858 Wealth Management's Accenture position peaked at $350K in Q1 2024.
  • 2,222 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.