FAIM
ACN icon

Financial Advocates Investment Management’s Accenture ACN Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-2,590
Closed -$774K – 109
2025
Q2 		$774K Sell
2,590
-2,160
-45% -$658K 0.06% 272
2025
Q1 		$1.48M Buy
4,750
+167
+4% +$59K 0.1% 210
2024
Q4 		$1.61M Sell
4,583
-599
-12% -$216K 0.09% 208
2024
Q3 		$1.83M Buy
5,182
+246
+5% +$80.9K 0.1% 196
2024
Q2 		$1.5M Buy
4,936
+141
+3% +$43.2K 0.09% 209
2024
Q1 		$1.66M Buy
4,795
+137
+3% +$49.9K 0.1% 209
2023
Q4 		$1.63M Buy
4,658
+304
+7% +$98K 0.11% 202
2023
Q3 		$1.34M Buy
4,354
+402
+10% +$127K 0.1% 219
2023
Q2 		$1.22M Buy
3,952
+88
+2% +$25.6K 0.09% 237
2023
Q1 		$1.1M Sell
3,864
-260
-6% -$70.9K 0.08% 269
2022
Q4 		$1.1M Buy
+4,124
New +$1.14M 0.08% 264
2022
Q3 		– Sell
-8,811
Closed -$2.45M – 747
2022
Q2 		$2.45M Buy
8,811
+3,006
+52% +$903K 0.2% 129
2022
Q1 		$1.96M Buy
5,805
+4,825
+492% +$1.63M 0.13% 197
2021
Q4 		$406K Sell
980
-24
-2% -$8.75K 0.03% 542
2021
Q3 		$321K Buy
1,004
+283
+39% +$92.1K 0.02% 602
2021
Q2 		$212K Sell
721
-3,261
-82% -$934K 0.01% 691
2021
Q1 		$1.1M Buy
3,982
+14
+0.4% +$3.62K 0.08% 294
2020
Q4 		$1.04M Buy
3,968
+312
+9% +$74.8K 0.07% 296
2020
Q3 		$826K Sell
3,656
-526
-13% -$120K 0.07% 282
2020
Q2 		$897K Buy
4,182
+574
+16% +$109K 0.09% 264
2020
Q1 		$589K Buy
3,608
+298
+9% +$57.4K 0.08% 249
2019
Q4 		$697K Buy
3,310
+1,623
+96% +$316K 0.07% 260
2019
Q3 		$324K Buy
+1,687
New +$326K 0.04% 366
2018
Q4 		– Sell
-1,259
Closed -$214K – 421
2018
Q3 		$214K Buy
1,259
+20
+2% +$3.33K 0.02% 466
2018
Q2 		$203K Sell
1,239
-1,086
-47% -$169K 0.02% 463
2018
Q1 		$357K Buy
+2,325
New +$368K 0.05% 328

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $315B AUM 27.84% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's ACN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Accenture (ACN) in Q3 2025, closing a stake of 2,590 shares — an estimated $774K sold.

Financial Advocates Investment Management first reported a position in ACN in Q1 2018 and held it in 26 quarters. The position peaked at $2.45M in Q2 2022. 2,224 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,590 Accenture shares in Q3 2025, an estimated $774K.
  • Financial Advocates Investment Management first reported a position in Accenture in Q1 2018 and held it in 26 quarters.
  • Financial Advocates Investment Management's Accenture position peaked at $2.45M in Q2 2022.
  • 2,224 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.