CAGAS
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Capital Advisory Group Advisory Services’s Accenture ACN Stock Holding History

Capital Advisory Group Advisory Services’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
-735
Closed -$220K – 181
2025
Q2 		$220K Hold
735
– – 0.08% 164
2025
Q1 		$229K Sell
735
-556
-43% -$196K 0.09% 158
2024
Q4 		$454K Sell
1,291
-16
-1% -$5.76K 0.16% 116
2024
Q3 		$462K Buy
1,307
+49
+4% +$16.1K 0.18% 106
2024
Q2 		$382K Buy
1,258
+8
+0.6% +$2.45K 0.16% 111
2024
Q1 		$433K Buy
1,250
+23
+2% +$8.38K 0.21% 101
2023
Q4 		$431K Sell
1,227
-67
-5% -$21.6K 0.23% 89
2023
Q3 		$397K Buy
+1,294
New +$408K 0.23% 97
2023
Q2 		– Sell
-1,257
Closed -$359K – 82
2023
Q1 		$359K Buy
1,257
+21
+2% +$5.72K 0.22% 104
2022
Q4 		$330K Buy
1,236
+39
+3% +$10.8K 0.22% 99
2022
Q3 		$308K Buy
1,197
+158
+15% +$45.7K 0.21% 100
2022
Q2 		$299K Sell
1,039
-16
-2% -$4.81K 0.18% 108
2022
Q1 		$356K Buy
1,055
+69
+7% +$23.3K 0.17% 111
2021
Q4 		$409K Buy
986
+16
+2% +$5.83K 0.18% 108
2021
Q3 		$310K Buy
970
+5
+0.5% +$1.63K 0.11% 151
2021
Q2 		$284K Sell
965
-119
-11% -$34.1K 0.1% 157
2021
Q1 		$299K Buy
1,084
+220
+25% +$56.9K 0.12% 142
2020
Q4 		$226K Sell
864
-8
-0.9% -$1.92K 0.09% 165
2020
Q3 		$197K Buy
872
+40
+5% +$9.16K 0.1% 134
2020
Q2 		$179K Buy
832
+805
+2,981% +$152K 0.1% 135
2020
Q1 		$4K Buy
+27
New +$5.2K 0.01% 317

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

Capital Advisory Group Advisory Services's ACN Position: Q3 2025 in Review

Capital Advisory Group Advisory Services sold out of Accenture (ACN) in Q3 2025, closing a stake of 735 shares — an estimated $220K sold.

Capital Advisory Group Advisory Services first reported a position in ACN in Q1 2020 and held it in 21 quarters. The position peaked at $462K in Q3 2024. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Capital Advisory Group Advisory Services reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 735 Accenture shares in Q3 2025, an estimated $220K.
  • Capital Advisory Group Advisory Services first reported a position in Accenture in Q1 2020 and held it in 21 quarters.
  • Capital Advisory Group Advisory Services's Accenture position peaked at $462K in Q3 2024.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.