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Balboa Wealth Partners’s Accenture ACN Stock Holding History

Balboa Wealth Partners’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
-674
Closed -$201K – 410
2025
Q2 		$201K Buy
+674
New +$205K 0.04% 323
2024
Q4 		– Sell
-724
Closed -$256K – 339
2024
Q3 		$256K Buy
724
+3
+0.4% +$987 0.06% 211
2024
Q2 		$219K Buy
+721
New +$221K 0.06% 241

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

Balboa Wealth Partners's ACN Position: Q3 2025 in Review

Balboa Wealth Partners sold out of Accenture (ACN) in Q3 2025, closing a stake of 674 shares — an estimated $201K sold.

Balboa Wealth Partners first reported a position in ACN in Q2 2024 and held it in 3 quarters. The position peaked at $256K in Q3 2024. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Balboa Wealth Partners reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 674 Accenture shares in Q3 2025, an estimated $201K.
  • Balboa Wealth Partners first reported a position in Accenture in Q2 2024 and held it in 3 quarters.
  • Balboa Wealth Partners's Accenture position peaked at $256K in Q3 2024.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Balboa Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.