CFM Wealth Partners’s Accenture ACN Stock Holding History

CFM Wealth Partners’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	-745	Closed	-$223K	–	148
2025 Q2	$223K	Hold	745	–	–	0.04%	131
2025 Q1	$232K	Sell	745 -21	-3%	-$7.42K	0.04%	131
2024 Q4	$269K	Hold	766	–	–	0.05%	118
2024 Q3	$271K	Sell	766 -31	-4%	-$10.2K	0.05%	125
2024 Q2	$242K	Hold	797	–	–	0.04%	136
2024 Q1	$276K	Hold	797	–	–	0.06%	135
2023 Q4	$280K	Buy	+797	New	+$257K	0.06%	138
2023 Q3	–	Sell	-797	Closed	-$246K	–	142
2023 Q2	$246K	Buy	797 +21	+3%	+$6.1K	0.06%	152
2023 Q1	$222K	Buy	+776	New	+$212K	0.06%	146
2022 Q4	–	Sell	-776	Closed	-$200K	–	154
2022 Q3	$200K	Sell	776 -76	-9%	-$22K	0.06%	150
2022 Q2	$237K	Sell	852 -154	-15%	-$46.3K	0.07%	148
2022 Q1	$339K	Hold	1,006	–	–	0.08%	141
2021 Q4	$410K	Hold	1,006	–	–	0.09%	125
2021 Q3	$321K	Hold	1,006	–	–	0.08%	138
2021 Q2	$297K	Hold	1,006	–	–	0.08%	135
2021 Q1	$278K	Hold	1,006	–	–	0.08%	134
2020 Q4	$263K	Hold	1,006	–	–	0.08%	127
2020 Q3	$227K	Hold	1,006	–	–	0.08%	135
2020 Q2	$216K	Hold	1,006	–	–	0.08%	138
2020 Q1	$164K	Buy	+1,006	New	+$194K	0.08%	151

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFM Wealth Partners's ACN Position: Q3 2025 in Review

CFM Wealth Partners sold out of Accenture (ACN) in Q3 2025, closing a stake of 745 shares — an estimated $223K sold.

CFM Wealth Partners first reported a position in ACN in Q1 2020 and held it in 20 quarters. The position peaked at $410K in Q4 2021. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

CFM Wealth Partners reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
CFM Wealth Partners sold 745 Accenture shares in Q3 2025, an estimated $223K.
CFM Wealth Partners first reported a position in Accenture in Q1 2020 and held it in 20 quarters.
CFM Wealth Partners's Accenture position peaked at $410K in Q4 2021.
2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on CFM Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.