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Innealta Capital’s Acco Brands ACCO Stock Holding History

Innealta Capital’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
Q2 		– Sell
-11,209
Closed -$47K – 105
2025
Q1 		$47K Hold
11,209
– – 0.03% 115
2024
Q4 		$58.8K Hold
11,209
– – 0.03% 123
2024
Q3 		$61.3K Sell
11,209
-311
-3% -$1.57K 0.02% 145
2024
Q2 		$54.1K Hold
11,520
– – 0.02% 344
2024
Q1 		$64.6K Buy
+11,520
New +$68.5K 0.03% 104

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Innealta Capital's ACCO Position: Q2 2025 in Review

Innealta Capital sold out of Acco Brands (ACCO) in Q2 2025, closing a stake of 11,209 shares — an estimated $47K sold.

Innealta Capital first reported a position in ACCO in Q1 2024 and held it in 5 quarters. The position peaked at $64.6K in Q1 2024. 199 funds tracked by Wall St. Rank hold ACCO as of Q2 2025.

  • Innealta Capital reported no remaining Acco Brands position as of Q2 2025 after selling out during the quarter.
  • Innealta Capital sold 11,209 Acco Brands shares in Q2 2025, an estimated $47K.
  • Innealta Capital first reported a position in Acco Brands in Q1 2024 and held it in 5 quarters.
  • Innealta Capital's Acco Brands position peaked at $64.6K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Acco Brands as of Q2 2025.

Based on Innealta Capital's 13F filing for Q2 2025, filed 6 Aug 2025.