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McBroom & Associates’s Accenture ACN Stock Holding History

McBroom & Associates’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
-20,199
Closed -$6.3M – 38
2025
Q2 		$6.3M Hold
20,199
– – 3.61% 14
2025
Q1 		$6.3M Buy
20,199
+193
+1% +$68.2K 3.61% 14
2024
Q4 		$7.04M Buy
20,006
+1,062
+6% +$382K 3.98% 13
2024
Q3 		$6.7M Buy
18,944
+868
+5% +$285K 4.1% 13
2024
Q2 		$5.48M Buy
18,076
+424
+2% +$130K 3.44% 14
2024
Q1 		$6.12M Buy
17,652
+35
+0.2% +$12.8K 4.03% 13
2023
Q4 		$6.18M Sell
17,617
-54
-0.3% -$17.4K 4.51% 12
2023
Q3 		$5.43M Buy
17,671
+973
+6% +$307K 4.32% 10
2023
Q2 		$5.15M Buy
16,698
+649
+4% +$189K 4.07% 12
2023
Q1 		$4.59M Buy
16,049
+822
+5% +$224K 4.1% 10
2022
Q4 		$4.06M Sell
15,227
-547
-3% -$151K 4.41% 10
2022
Q3 		$4.06M Sell
15,774
-717
-4% -$207K 4.58% 8
2022
Q2 		$4.58M Sell
16,491
-821
-5% -$247K 4.98% 8
2022
Q1 		$5.84M Sell
17,312
-554
-3% -$187K 5.17% 7
2021
Q4 		$7.41M Buy
+17,866
New +$6.51M 5.57% 3

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

McBroom & Associates's ACN Position: Q3 2025 in Review

McBroom & Associates sold out of Accenture (ACN) in Q3 2025, closing a stake of 20,199 shares — an estimated $6.3M sold.

McBroom & Associates first reported a position in ACN in Q4 2021 and held it in 15 quarters. The position peaked at $7.41M in Q4 2021. 2,222 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • McBroom & Associates reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • McBroom & Associates sold 20,199 Accenture shares in Q3 2025, an estimated $6.3M.
  • McBroom & Associates first reported a position in Accenture in Q4 2021 and held it in 15 quarters.
  • McBroom & Associates's Accenture position peaked at $7.41M in Q4 2021.
  • 2,222 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on McBroom & Associates's 13F filing for Q3 2025, filed 29 Oct 2025.