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Encompass Wealth Advisors’s Accenture ACN Stock Holding History

Encompass Wealth Advisors’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
Q4 		– Sell
-3,094
Closed -$763K – 102
2025
Q3 		$763K Sell
3,094
-50
-2% -$13K 0.26% 48
2025
Q2 		$940K Buy
3,144
+2
+0.1% +$609 0.34% 43
2025
Q1 		$980K Hold
3,142
– – 0.4% 40
2024
Q4 		$1.11M Hold
3,142
– – 0.45% 36
2024
Q3 		$1.11M Hold
3,142
– – 0.28% 72
2024
Q2 		$953K Sell
3,142
-667
-18% -$204K 0.25% 80
2024
Q1 		$1.32M Buy
+3,809
New +$1.39M 0.35% 59

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Encompass Wealth Advisors's ACN Position: Q4 2025 in Review

Encompass Wealth Advisors sold out of Accenture (ACN) in Q4 2025, closing a stake of 3,094 shares — an estimated $763K sold.

Encompass Wealth Advisors first reported a position in ACN in Q1 2024 and held it in 7 quarters. The position peaked at $1.32M in Q1 2024. 2,362 funds tracked by Wall St. Rank hold ACN as of Q4 2025.

  • Encompass Wealth Advisors reported no remaining Accenture position as of Q4 2025 after selling out during the quarter.
  • Encompass Wealth Advisors sold 3,094 Accenture shares in Q4 2025, an estimated $763K.
  • Encompass Wealth Advisors first reported a position in Accenture in Q1 2024 and held it in 7 quarters.
  • Encompass Wealth Advisors's Accenture position peaked at $1.32M in Q1 2024.
  • 2,362 funds tracked by Wall St. Rank held Accenture as of Q4 2025.

Based on Encompass Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.