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Lyell Wealth Management’s Accenture ACN Stock Holding History

Lyell Wealth 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
-772
Closed -$231K – 212
2025
Q2 		$231K Hold
772
– – 0.02% 202
2025
Q1 		$241K Buy
772
+182
+31% +$64.3K 0.02% 188
2024
Q4 		$208K Hold
590
– – 0.02% 197
2024
Q3 		$209K Buy
+590
New +$194K 0.02% 202
2024
Q2 		– Sell
-626
Closed -$217K – 200
2024
Q1 		$217K Buy
626
+36
+6% +$13.1K 0.02% 190
2023
Q4 		$207K Buy
+590
New +$190K 0.02% 189
2023
Q2 		– Sell
-771
Closed -$220K – 182
2023
Q1 		$220K Buy
+771
New +$210K 0.03% 189
2022
Q4 		– Sell
-829
Closed -$213K – 190
2022
Q3 		$213K Hold
829
– – 0.04% 179
2022
Q2 		$230K Buy
829
+17
+2% +$5.11K 0.04% 174
2022
Q1 		$274K Sell
812
-29
-3% -$9.78K 0.04% 177
2021
Q4 		$349K Buy
841
+28
+3% +$10.2K 0.04% 155
2021
Q3 		$260K Sell
813
-9
-1% -$2.93K 0.03% 165
2021
Q2 		$242K Buy
+822
New +$235K 0.03% 172

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

Lyell Wealth Management's ACN Position: Q3 2025 in Review

Lyell Wealth Management sold out of Accenture (ACN) in Q3 2025, closing a stake of 772 shares — an estimated $231K sold.

Lyell Wealth Management first reported a position in ACN in Q2 2021 and held it in 13 quarters. The position peaked at $349K in Q4 2021. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Lyell Wealth Management reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 772 Accenture shares in Q3 2025, an estimated $231K.
  • Lyell Wealth Management first reported a position in Accenture in Q2 2021 and held it in 13 quarters.
  • Lyell Wealth Management's Accenture position peaked at $349K in Q4 2021.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.