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Carolinas Wealth Consulting’s Accenture ACN Stock Holding History

Carolinas Wealth Consulting’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
-2,282
Closed -$712K – 8
2025
Q1 		$712K Buy
2,282
+2
+0.1% +$706 0.15% 76
2024
Q4 		$802K Buy
2,280
+6
+0.3% +$2.16K 0.16% 74
2024
Q3 		$804K Buy
2,274
+8
+0.4% +$2.63K 0.15% 78
2024
Q2 		$687K Sell
2,266
-536
-19% -$164K 0.13% 84
2024
Q1 		$971K Buy
2,802
+1,113
+66% +$406K 0.19% 67
2023
Q4 		$593K Buy
1,689
+77
+5% +$24.8K 0.13% 77
2023
Q3 		$479K Sell
1,612
-474
-23% -$149K 0.12% 87
2023
Q2 		$644K Sell
2,086
-106
-5% -$30.8K 0.13% 85
2023
Q1 		$626K Sell
2,192
-236
-10% -$64.3K 0.13% 89
2022
Q4 		$648K Buy
2,428
+148
+6% +$40.9K 0.15% 80
2022
Q3 		$587K Sell
2,280
-47
-2% -$13.6K 0.15% 75
2022
Q2 		$646K Buy
2,327
+114
+5% +$34.3K 0.16% 73
2022
Q1 		$746K Buy
2,213
+138
+7% +$46.5K 0.16% 72
2021
Q4 		$860K Buy
2,075
+387
+23% +$141K 0.19% 63
2021
Q3 		$540K Sell
1,688
-109
-6% -$35.5K 0.13% 79
2021
Q2 		$530K Buy
1,797
+31
+2% +$8.88K 0.12% 83
2021
Q1 		$488K Sell
1,766
-160
-8% -$41.4K 0.12% 87
2020
Q4 		$503K Buy
1,926
+268
+16% +$64.2K 0.14% 79
2020
Q3 		$375K Buy
1,658
+1,033
+165% +$237K 0.13% 74
2020
Q2 		$134K Buy
+625
New +$118K 0.05% 128

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

Carolinas Wealth Consulting's ACN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Accenture (ACN) in Q2 2025, closing a stake of 2,282 shares — an estimated $712K sold.

Carolinas Wealth Consulting first reported a position in ACN in Q2 2020 and held it in 20 quarters. The position peaked at $971K in Q1 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,282 Accenture shares in Q2 2025, an estimated $712K.
  • Carolinas Wealth Consulting first reported a position in Accenture in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Accenture position peaked at $971K in Q1 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.