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HCR Wealth Advisors’s Accenture ACN Stock Holding History

HCR 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
Q3 		– Sell
-747
Closed -$223K – 245
2025
Q2 		$223K Hold
747
– – 0.03% 215
2025
Q1 		$233K Sell
747
-6
-0.8% -$2.12K 0.03% 206
2024
Q4 		$265K Sell
753
-195
-21% -$70.2K 0.03% 191
2024
Q3 		$335K Buy
948
+65
+7% +$21.4K 0.04% 173
2024
Q2 		$268K Hold
883
– – 0.04% 182
2024
Q1 		$306K Buy
883
+199
+29% +$72.5K 0.05% 169
2023
Q4 		$240K Buy
+684
New +$221K 0.04% 176

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
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 $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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HCR Wealth Advisors's ACN Position: Q3 2025 in Review

HCR Wealth Advisors sold out of Accenture (ACN) in Q3 2025, closing a stake of 747 shares — an estimated $223K sold.

HCR Wealth Advisors first reported a position in ACN in Q4 2023 and held it in 7 quarters. The position peaked at $335K in Q3 2024. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • HCR Wealth Advisors reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • HCR Wealth Advisors sold 747 Accenture shares in Q3 2025, an estimated $223K.
  • HCR Wealth Advisors first reported a position in Accenture in Q4 2023 and held it in 7 quarters.
  • HCR Wealth Advisors's Accenture position peaked at $335K in Q3 2024.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on HCR Wealth Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.