AllSquare Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88K | Buy |
357
+45
| +14% | +$11.7K | 0.05% | 167 |
|
|
2025
Q2 | $93.3K | Buy |
312
+191
| +158% | +$58.2K | 0.05% | 158 |
|
|
2025
Q1 | $37.8K | Hold |
121
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $42.6K | Hold |
121
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $42.8K | Sell |
121
-162
| -57% | -$53.3K | 0.02% | 226 |
|
|
2024
Q2 | $85.9K | Hold |
283
| – | – | 0.05% | 160 |
|
|
2024
Q1 | $98.1K | Hold |
283
| – | – | 0.06% | 150 |
|
|
2023
Q4 | $99.3K | Sell |
283
-1
| -0.4% | -$322 | 0.06% | 144 |
|
|
2023
Q3 | $87.2K | Sell |
284
-18
| -6% | -$5.67K | 0.06% | 150 |
|
|
2023
Q2 | $93.1K | Hold |
302
| – | – | 0.06% | 144 |
|
|
2023
Q1 | $86.3K | Sell |
302
-7
| -2% | -$1.91K | 0.06% | 155 |
|
|
2022
Q4 | $82.5K | Hold |
309
| – | – | 0.06% | 151 |
|
|
2022
Q3 | $80K | Hold |
309
| – | – | 0.06% | 145 |
|
|
2022
Q2 | $86K | Hold |
309
| – | – | 0.06% | 146 |
|
|
2022
Q1 | $104K | Buy |
309
+30
| +11% | +$10.1K | 0.06% | 144 |
|
|
2021
Q4 | $116K | Sell |
279
-29
| -9% | -$10.6K | 0.07% | 135 |
|
|
2021
Q3 | $99K | Sell |
308
-30
| -9% | -$9.76K | 0.06% | 145 |
|
|
2021
Q2 | $100K | Hold |
338
| – | – | 0.06% | 157 |
|
|
2021
Q1 | $93K | Buy |
338
+6
| +2% | +$1.55K | 0.06% | 157 |
|
|
2020
Q4 | $87K | Hold |
332
| – | – | 0.06% | 152 |
|
|
2020
Q3 | $75K | Hold |
332
| – | – | 0.05% | 151 |
|
|
2020
Q2 | $71K | Hold |
332
| – | – | 0.05% | 146 |
|
|
2020
Q1 | $54K | Hold |
332
| – | – | 0.05% | 152 |
|
|
2019
Q4 | $70K | Sell |
332
-57
| -15% | -$11.1K | 0.05% | 152 |
|
|
2019
Q3 | $75K | Hold |
389
| – | – | 0.06% | 148 |
|
|
2019
Q2 | $72K | Hold |
389
| – | – | 0.05% | 151 |
|
|
2019
Q1 | $68K | Buy |
389
+268
| +221% | +$42.1K | 0.05% | 152 |
|
|
2018
Q4 | $17K | Hold |
121
| – | – | 0.01% | 260 |
|
|
2018
Q3 | $21K | Hold |
121
| – | – | 0.02% | 264 |
|
|
2018
Q2 | $20K | Buy |
+121
| New | +$18.8K | 0.02% | 272 |
|
|
2018
Q1 | – | Sell |
-70
| Closed | -$11K | – | 393 |
|
|
2017
Q4 | $11K | Buy |
+70
| New | +$10.1K | 0.01% | 276 |
|
|
2017
Q1 | – | Sell |
-201
| Closed | -$24K | – | 365 |
|
|
2016
Q4 | $24K | Buy |
201
+27
| +16% | +$3.21K | 0.02% | 175 |
|
|
2016
Q3 | $21K | Hold |
174
| – | – | 0.02% | 167 |
|
|
2016
Q2 | $20K | Hold |
174
| – | – | 0.02% | 168 |
|
|
2016
Q1 | $20K | Hold |
174
| – | – | 0.02% | 167 |
|
|
2015
Q4 | $18K | Buy |
174
+3
| +2% | +$317 | 0.02% | 176 |
|
|
2015
Q3 | $17K | Buy |
+171
| New | +$17K | 0.02% | 180 |
|
Other funds holding ACN
AllSquare Wealth Management's ACN Position: Q3 2025 in Review
AllSquare Wealth Management increased its Accenture (ACN) stake by 14% in Q3 2025, buying an estimated $11.7K and bringing the position to 357 shares worth $88K. The position accounts for 0.05% of the portfolio, ranked #167.
AllSquare Wealth Management first reported a position in ACN in Q3 2015 and has held it in 37 quarters since. The position peaked at $116K in Q4 2021. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.
- AllSquare Wealth Management held 357 shares of Accenture worth $88K as of Q3 2025.
- AllSquare Wealth Management bought 45 Accenture shares in Q3 2025, an estimated $11.7K.
- Accenture made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #167 holding.
- AllSquare Wealth Management first reported a position in Accenture in Q3 2015 and has held it in 37 quarters since.
- AllSquare Wealth Management's Accenture position peaked at $116K in Q4 2021.
- 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.