AWA
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Aletheian Wealth Advisors’s Accenture ACN Stock Holding History

Aletheian Wealth 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
Q3 		– Sell
-699
Closed -$209K – 102
2025
Q2 		$209K Buy
+699
New +$213K 0.1% 96
2025
Q1 		– Sell
-665
Closed -$234K – 96
2024
Q4 		$234K Sell
665
-21
-3% -$7.56K 0.14% 71
2024
Q3 		$242K Sell
686
-57
-8% -$18.7K 0.14% 71
2024
Q2 		$225K Buy
743
+108
+17% +$33.1K 0.12% 79
2024
Q1 		$220K Buy
+635
New +$231K 0.12% 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

Aletheian Wealth Advisors's ACN Position: Q3 2025 in Review

Aletheian Wealth Advisors sold out of Accenture (ACN) in Q3 2025, closing a stake of 699 shares — an estimated $209K sold.

Aletheian Wealth Advisors first reported a position in ACN in Q1 2024 and held it in 5 quarters. The position peaked at $242K in Q3 2024. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Aletheian Wealth Advisors reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 699 Accenture shares in Q3 2025, an estimated $209K.
  • Aletheian Wealth Advisors first reported a position in Accenture in Q1 2024 and held it in 5 quarters.
  • Aletheian Wealth Advisors's Accenture position peaked at $242K in Q3 2024.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.