AWS
ACN icon

Atria Wealth Solutions’s Accenture ACN Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.59M Sell
8,643
-9,915
-53% -$3.02M 0.06% 351
2025
Q1 		$5.79M Sell
18,558
-216
-1% -$76.3K 0.07% 294
2024
Q4 		$6.6M Sell
18,774
-2,861
-13% -$1.03M 0.07% 283
2024
Q3 		$7.65M Sell
21,635
-418
-2% -$137K 0.08% 253
2024
Q2 		$6.69M Sell
22,053
-970
-4% -$297K 0.07% 269
2024
Q1 		$7.98M Buy
23,023
+1,270
+6% +$463K 0.09% 236
2023
Q4 		$7.63M Buy
21,753
+2,374
+12% +$765K 0.1% 217
2023
Q3 		$5.95M Buy
19,379
+1,003
+5% +$316K 0.08% 247
2023
Q2 		$5.67M Buy
18,376
+1,943
+12% +$565K 0.08% 249
2023
Q1 		$4.7M Buy
16,433
+1,877
+13% +$512K 0.07% 282
2022
Q4 		$3.88M Sell
14,556
-64
-0.4% -$17.7K 0.06% 309
2022
Q3 		$3.76M Buy
14,620
+4,147
+40% +$1.2M 0.07% 296
2022
Q2 		$2.91M Sell
10,473
-284
-3% -$85.3K 0.05% 348
2022
Q1 		$3.63M Buy
+10,757
New +$3.63M 0.06% 314

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atria Wealth Solutions's ACN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Accenture (ACN) stake by 53% in Q2 2025, selling an estimated $3.02M and leaving 8,643 shares worth $2.59M. The position accounts for 0.06% of the portfolio, ranked #351.

Atria Wealth Solutions first reported a position in ACN in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.98M in Q1 2024. 2,374 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Atria Wealth Solutions held 8,643 shares of Accenture worth $2.59M as of Q2 2025.
  • Atria Wealth Solutions sold 9,915 Accenture shares in Q2 2025, an estimated $3.02M.
  • Accenture made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #351 holding.
  • Atria Wealth Solutions first reported a position in Accenture in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Accenture position peaked at $7.98M in Q1 2024.
  • 2,374 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.