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Benchmark Financial Wealth Advisors’s Accenture ACN Stock Holding History

Benchmark Financial Wealth Advisors’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
-721
Closed -$215K – 125
2025
Q2 		$215K Sell
721
-19
-3% -$5.79K 0.07% 105
2025
Q1 		$231K Buy
740
+155
+26% +$54.7K 0.09% 92
2024
Q4 		$206K Buy
585
+14
+2% +$5.04K 0.07% 96
2024
Q3 		$202K Buy
+571
New +$188K 0.07% 98

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

Benchmark Financial Wealth Advisors's ACN Position: Q3 2025 in Review

Benchmark Financial Wealth Advisors sold out of Accenture (ACN) in Q3 2025, closing a stake of 721 shares — an estimated $215K sold.

Benchmark Financial Wealth Advisors first reported a position in ACN in Q3 2024 and held it in 4 quarters. The position peaked at $231K in Q1 2025. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Benchmark Financial Wealth Advisors reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 721 Accenture shares in Q3 2025, an estimated $215K.
  • Benchmark Financial Wealth Advisors first reported a position in Accenture in Q3 2024 and held it in 4 quarters.
  • Benchmark Financial Wealth Advisors's Accenture position peaked at $231K in Q1 2025.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.