Marshall & Sterling Wealth Advisors’s Accenture ACN Stock Holding History

Marshall & Sterling 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 Q4	–	Sell	-26	Closed	-$6.41K	–	342
2025 Q3	$6.41K	Sell	26 -4	-13%	-$1.04K	﹤0.01%	455
2025 Q2	$8.97K	Hold	30	–	–	0.01%	352
2025 Q1	$9.36K	Buy	+30	New	+$10.6K	0.01%	329

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's ACN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Accenture (ACN) in Q4 2025, closing a stake of 26 shares — an estimated $6.41K sold.

Marshall & Sterling Wealth Advisors first reported a position in ACN in Q1 2025 and held it in 3 quarters. The position peaked at $9.36K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold ACN as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Accenture position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 26 Accenture shares in Q4 2025, an estimated $6.41K.
Marshall & Sterling Wealth Advisors first reported a position in Accenture in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Accenture position peaked at $9.36K in Q1 2025.
2,372 funds tracked by Wall St. Rank held Accenture as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.