Alteri Wealth’s Accenture ACN Stock Holding History

Alteri Wealth’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	-812	Closed	-$243K	–	283
2025 Q2	$243K	Buy	812 +11	+1%	+$3.35K	0.09%	234
2025 Q1	$250K	Sell	801 -112	-12%	-$39.6K	0.11%	213
2024 Q4	$321K	Buy	+913	New	+$329K	0.09%	173

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alteri Wealth's ACN Position: Q3 2025 in Review

Alteri Wealth sold out of Accenture (ACN) in Q3 2025, closing a stake of 812 shares — an estimated $243K sold.

Alteri Wealth first reported a position in ACN in Q4 2024 and held it in 3 quarters. The position peaked at $321K in Q4 2024. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

Alteri Wealth reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
Alteri Wealth sold 812 Accenture shares in Q3 2025, an estimated $243K.
Alteri Wealth first reported a position in Accenture in Q4 2024 and held it in 3 quarters.
Alteri Wealth's Accenture position peaked at $321K in Q4 2024.
2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Alteri Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.