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Diversified Trust’s Acco Brands ACCO Stock Holding History

Diversified Trust’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,058
Closed -$108K – 996
2025
Q2 		$108K Hold
30,058
– – ﹤0.01% 905
2025
Q1 		$126K Buy
30,058
+4,669
+18% +$22.9K ﹤0.01% 881
2024
Q4 		$133K Hold
25,389
– – ﹤0.01% 867
2024
Q3 		$139K Sell
25,389
-245
-1% -$1.24K ﹤0.01% 856
2024
Q2 		$120K Hold
25,634
– – ﹤0.01% 822
2024
Q1 		$144K Buy
25,634
+1,802
+8% +$10.7K ﹤0.01% 775
2023
Q4 		$145K Sell
23,832
-40
-0.2% -$212 ﹤0.01% 811
2023
Q3 		$137K Buy
23,872
+9,230
+63% +$51.5K 0.01% 770
2023
Q2 		$76.3K Buy
+14,642
New +$73.6K ﹤0.01% 803
2021
Q4 		– Sell
-15,630
Closed -$134K – 832
2021
Q3 		$134K Buy
+15,630
New +$138K ﹤0.01% 753

Other funds holding ACCO

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust's ACCO Position: Q3 2025 in Review

Diversified Trust sold out of Acco Brands (ACCO) in Q3 2025, closing a stake of 30,058 shares — an estimated $108K sold.

Diversified Trust first reported a position in ACCO in Q3 2021 and held it in 10 quarters. The position peaked at $145K in Q4 2023. 191 funds tracked by Wall St. Rank hold ACCO as of Q3 2025.

  • Diversified Trust reported no remaining Acco Brands position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 30,058 Acco Brands shares in Q3 2025, an estimated $108K.
  • Diversified Trust first reported a position in Acco Brands in Q3 2021 and held it in 10 quarters.
  • Diversified Trust's Acco Brands position peaked at $145K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Acco Brands as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.