AWM
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Atticus Wealth Management’s Accenture ACN Stock Holding History

Atticus 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 		– Sell
-506
Closed -$151K – 202
2025
Q2 		$151K Sell
506
-154
-23% -$46.9K 0.04% 197
2025
Q1 		$206K Sell
660
-15
-2% -$5.3K 0.07% 118
2024
Q4 		$237K Hold
675
– – 0.07% 107
2024
Q3 		$239K Hold
675
– – 0.08% 111
2024
Q2 		$205K Sell
675
-82
-11% -$25.1K 0.07% 111
2024
Q1 		$262K Sell
757
-20
-3% -$7.29K 0.09% 105
2023
Q4 		$273K Hold
777
– – 0.1% 103
2023
Q3 		$239K Hold
777
– – 0.09% 114
2023
Q2 		$240K Buy
777
+9
+1% +$2.62K 0.09% 118
2023
Q1 		$220K Hold
768
– – 0.08% 124
2022
Q4 		$205K Sell
768
-23
-3% -$6.36K 0.08% 125
2022
Q3 		$220K Hold
791
– – 0.11% 111
2022
Q2 		$220K Buy
791
+100
+14% +$30K 0.09% 127
2022
Q1 		$233K Sell
691
-80
-10% -$27K 0.09% 133
2021
Q4 		$320K Buy
771
+184
+31% +$67.1K 0.12% 100
2021
Q3 		$188K Buy
587
+27
+5% +$8.78K 0.08% 106
2021
Q2 		$165K Hold
560
– – 0.07% 128
2021
Q1 		$155K Hold
560
– – 0.07% 122
2020
Q4 		$146K Buy
560
+10
+2% +$2.4K 0.07% 126
2020
Q3 		$124K Buy
550
+25
+5% +$5.73K 0.07% 117
2020
Q2 		$113K Hold
525
– – 0.07% 121
2020
Q1 		$86K Buy
525
+135
+35% +$26K 0.07% 127
2019
Q4 		$82K Buy
+390
New +$76K 0.05% 144

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

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

Atticus Wealth Management sold out of Accenture (ACN) in Q3 2025, closing a stake of 506 shares — an estimated $151K sold.

Atticus Wealth Management first reported a position in ACN in Q4 2019 and held it in 23 quarters. The position peaked at $320K in Q4 2021. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Atticus Wealth Management reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 506 Accenture shares in Q3 2025, an estimated $151K.
  • Atticus Wealth Management first reported a position in Accenture in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Accenture position peaked at $320K in Q4 2021.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.