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Berry Wealth Group’s Accenture ACN Stock Holding History

Berry Wealth Group’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
-712
Closed -$222K – 108
2025
Q1 		$222K Sell
712
-69
-9% -$24.4K 0.17% 87
2024
Q4 		$275K Sell
781
-40
-5% -$14.4K 0.2% 66
2024
Q3 		$290K Buy
821
+13
+2% +$4.28K 0.21% 62
2024
Q2 		$245K Buy
808
+133
+20% +$40.7K 0.2% 64
2024
Q1 		$234K Buy
+675
New +$246K 0.19% 71

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

Berry Wealth Group's ACN Position: Q2 2025 in Review

Berry Wealth Group sold out of Accenture (ACN) in Q2 2025, closing a stake of 712 shares — an estimated $222K sold.

Berry Wealth Group first reported a position in ACN in Q1 2024 and held it in 5 quarters. The position peaked at $290K in Q3 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Berry Wealth Group reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Berry Wealth Group sold 712 Accenture shares in Q2 2025, an estimated $222K.
  • Berry Wealth Group first reported a position in Accenture in Q1 2024 and held it in 5 quarters.
  • Berry Wealth Group's Accenture position peaked at $290K in Q3 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Berry Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.