Compass Wealth Management’s Accenture ACN Stock Holding History

Compass Wealth Management’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	-127	Closed	-$39.6K	–	155
2025 Q1	$39.6K	Hold	127	–	–	0.01%	262
2024 Q4	$44.7K	Hold	127	–	–	0.01%	258
2024 Q3	$44.9K	Hold	127	–	–	0.01%	261
2024 Q2	$38.5K	Sell	127 -63	-33%	-$19.3K	0.01%	275
2024 Q1	$65.9K	Sell	190 -31	-14%	-$11.3K	0.02%	229
2023 Q4	$77.6K	Sell	221 -36	-14%	-$11.6K	0.02%	210
2023 Q3	$78.9K	Buy	257 +11	+4%	+$3.47K	0.02%	195
2023 Q2	$75.9K	Hold	246	–	–	0.02%	205
2023 Q1	$70.3K	Buy	246 +31	+14%	+$8.45K	0.02%	212
2022 Q4	$57.4K	Buy	+215	New	+$59.5K	0.02%	218

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Compass Wealth Management's ACN Position: Q2 2025 in Review

Compass Wealth Management sold out of Accenture (ACN) in Q2 2025, closing a stake of 127 shares — an estimated $39.6K sold.

Compass Wealth Management first reported a position in ACN in Q4 2022 and held it in 10 quarters. The position peaked at $78.9K in Q3 2023. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

Compass Wealth Management reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 127 Accenture shares in Q2 2025, an estimated $39.6K.
Compass Wealth Management first reported a position in Accenture in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's Accenture position peaked at $78.9K in Q3 2023.
2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.