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Fermata Advisors’s Accenture ACN Stock Holding History

Fermata 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
Q2 		– Sell
-1,110
Closed -$346K – 224
2025
Q1 		$346K Sell
1,110
-419
-27% -$148K 0.06% 203
2024
Q4 		$538K Sell
1,529
-548
-26% -$197K 0.1% 135
2024
Q3 		$734K Buy
2,077
+386
+23% +$127K 0.15% 99
2024
Q2 		$513K Buy
1,691
+641
+61% +$196K 0.12% 109
2024
Q1 		$364K Sell
1,050
-159
-13% -$58K 0.08% 140
2023
Q4 		$424K Buy
1,209
+116
+11% +$37.4K 0.1% 111
2023
Q3 		$336K Buy
+1,093
New +$344K 0.09% 118

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

Fermata Advisors's ACN Position: Q2 2025 in Review

Fermata Advisors sold out of Accenture (ACN) in Q2 2025, closing a stake of 1,110 shares — an estimated $346K sold.

Fermata Advisors first reported a position in ACN in Q3 2023 and held it in 7 quarters. The position peaked at $734K in Q3 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Fermata Advisors reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 1,110 Accenture shares in Q2 2025, an estimated $346K.
  • Fermata Advisors first reported a position in Accenture in Q3 2023 and held it in 7 quarters.
  • Fermata Advisors's Accenture position peaked at $734K in Q3 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.