AAS
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Avantax Advisory Services’s Accenture ACN Stock Holding History

Avantax Advisory Services’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 		$15.9M Sell
53,238
-6,924
-12% -$2.11M 0.09% 178
2025
Q1 		$18.8M Buy
60,162
+2,727
+5% +$963K 0.11% 137
2024
Q4 		$20.2M Buy
57,435
+775
+1% +$279K 0.13% 122
2024
Q3 		$20M Buy
56,660
+141
+0.2% +$46.4K 0.13% 120
2024
Q2 		$17.1M Buy
56,519
+17,590
+45% +$5.39M 0.12% 126
2024
Q1 		$13.5M Buy
38,929
+4,775
+14% +$1.74M 0.12% 130
2023
Q4 		$12M Buy
34,154
+40
+0.1% +$12.9K 0.12% 136
2023
Q3 		$10.5M Buy
34,114
+521
+2% +$164K 0.12% 136
2023
Q2 		$10.4M Buy
33,593
+316
+0.9% +$91.8K 0.12% 140
2023
Q1 		$9.51M Buy
33,277
+1,503
+5% +$410K 0.12% 142
2022
Q4 		$8.48M Sell
31,774
-3,754
-11% -$1.04M 0.11% 150
2022
Q3 		$9.14M Buy
35,528
+5,498
+18% +$1.59M 0.14% 116
2022
Q2 		$8.34M Buy
30,030
+7,997
+36% +$2.4M 0.13% 132
2022
Q1 		$7.42M Buy
22,033
+1,211
+6% +$408K 0.1% 148
2021
Q4 		$8.64M Buy
20,822
+1,220
+6% +$445K 0.13% 124
2021
Q3 		$6.28M Buy
19,602
+2,209
+13% +$719K 0.1% 151
2021
Q2 		$5.13M Buy
17,393
+5,899
+51% +$1.69M 0.09% 169
2021
Q1 		$3.18M Buy
11,494
+1,515
+15% +$392K 0.07% 210
2020
Q4 		$2.61M Sell
9,979
-9,608
-49% -$2.3M 0.06% 216
2020
Q3 		$4.43M Buy
19,587
+11,712
+149% +$2.68M 0.07% 222
2020
Q2 		$1.69M Buy
7,875
+408
+5% +$77.2K 0.05% 251
2020
Q1 		$1.22M Buy
7,467
+5
+0.1% +$963 0.04% 265
2019
Q4 		$1.57M Buy
7,462
+1,554
+26% +$303K 0.04% 255
2019
Q3 		$1.14M Buy
5,908
+765
+15% +$148K 0.05% 191
2019
Q2 		$950K Buy
5,143
+281
+6% +$50.5K 0.04% 197
2019
Q1 		$856K Buy
4,862
+1,560
+47% +$245K 0.05% 193
2018
Q4 		$464K Buy
+3,302
New +$522K 0.08% 233

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avantax Advisory Services's ACN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Accenture (ACN) stake by 12% in Q2 2025, selling an estimated $2.11M and leaving 53,238 shares worth $15.9M. The position accounts for 0.09% of the portfolio, ranked #178.

Avantax Advisory Services first reported a position in ACN in Q4 2018 and has held it in 27 quarters since. The position peaked at $20.2M in Q4 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Avantax Advisory Services held 53,238 shares of Accenture worth $15.9M as of Q2 2025.
  • Avantax Advisory Services sold 6,924 Accenture shares in Q2 2025, an estimated $2.11M.
  • Accenture made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #178 holding.
  • Avantax Advisory Services first reported a position in Accenture in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Accenture position peaked at $20.2M in Q4 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.