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Biltmore Family Office’s Accenture ACN Stock Holding History

Biltmore Family Office’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
-735
Closed -$229K – 282
2025
Q1 		$229K Buy
735
+40
+6% +$14.1K 0.04% 191
2024
Q4 		$244K Buy
695
+87
+14% +$31.3K 0.04% 185
2024
Q3 		$215K Buy
+608
New +$200K 0.04% 198
2023
Q2 		– Sell
-1,587
Closed -$454K – 228
2023
Q1 		$454K Sell
1,587
-62
-4% -$16.9K 0.1% 135
2022
Q4 		$440K Buy
+1,649
New +$456K 0.09% 140

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

Biltmore Family Office's ACN Position: Q2 2025 in Review

Biltmore Family Office sold out of Accenture (ACN) in Q2 2025, closing a stake of 735 shares — an estimated $229K sold.

Biltmore Family Office first reported a position in ACN in Q4 2022 and held it in 5 quarters. The position peaked at $454K in Q1 2023. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Biltmore Family Office reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Biltmore Family Office sold 735 Accenture shares in Q2 2025, an estimated $229K.
  • Biltmore Family Office first reported a position in Accenture in Q4 2022 and held it in 5 quarters.
  • Biltmore Family Office's Accenture position peaked at $454K in Q1 2023.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Biltmore Family Office's 13F filing for Q2 2025, filed 1 Aug 2025.