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Invera Wealth Advisors’s Accenture ACN Stock Holding History

Invera 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
Q2 		– Sell
-4,891
Closed -$1.53M – 85
2025
Q1 		$1.53M Buy
+4,891
New +$1.73M 0.99% 33
2024
Q2 		– Sell
-5,080
Closed -$1.61M – 48
2024
Q1 		$1.61M Buy
5,080
+2,291
+82% +$835K 1.36% 29
2023
Q4 		$979K Buy
+2,789
New +$899K 0.61% 57

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

Invera Wealth Advisors's ACN Position: Q2 2025 in Review

Invera Wealth Advisors sold out of Accenture (ACN) in Q2 2025, closing a stake of 4,891 shares — an estimated $1.53M sold.

Invera Wealth Advisors first reported a position in ACN in Q4 2023 and held it in 3 quarters. The position peaked at $1.61M in Q1 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Invera Wealth Advisors reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Invera Wealth Advisors sold 4,891 Accenture shares in Q2 2025, an estimated $1.53M.
  • Invera Wealth Advisors first reported a position in Accenture in Q4 2023 and held it in 3 quarters.
  • Invera Wealth Advisors's Accenture position peaked at $1.61M in Q1 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Invera Wealth Advisors's 13F filing for Q2 2025, filed 29 Oct 2025.