Axiom Financial Strategies’s Accenture ACN Stock Holding History

Axiom Financial Strategies’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	–	Sell	-866	Closed	-$270K	–	42
2025 Q1	$270K	Sell	866 -2	-0.2%	-$706	0.16%	33
2024 Q4	$305K	Buy	868 +37	+4%	+$13.3K	0.17%	29
2024 Q3	$294K	Buy	+831	New	+$273K	0.16%	32
2024 Q2	–	Sell	-679	Closed	-$235K	–	28
2024 Q1	$235K	Sell	679 -8	-1%	-$2.92K	0.15%	33
2023 Q4	$241K	Buy	+687	New	+$221K	0.16%	30
2022 Q1	–	Sell	-594	Closed	-$246K	–	76
2021 Q4	$246K	Sell	594 -38	-6%	-$13.8K	0.11%	67
2021 Q3	$202K	Buy	+632	New	+$206K	0.1%	75

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Axiom Financial Strategies's ACN Position: Q2 2025 in Review

Axiom Financial Strategies sold out of Accenture (ACN) in Q2 2025, closing a stake of 866 shares — an estimated $270K sold.

Axiom Financial Strategies first reported a position in ACN in Q3 2021 and held it in 7 quarters. The position peaked at $305K in Q4 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

Axiom Financial Strategies reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
Axiom Financial Strategies sold 866 Accenture shares in Q2 2025, an estimated $270K.
Axiom Financial Strategies first reported a position in Accenture in Q3 2021 and held it in 7 quarters.
Axiom Financial Strategies's Accenture position peaked at $305K in Q4 2024.
2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.