NewSquare Capital’s Accenture ACN Stock Holding History

NewSquare Capital’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	-104	Closed	-$31.1K	–	198
2025 Q2	$31.1K	Sell	104 -57	-35%	-$17.4K	﹤0.01%	379
2025 Q1	$50.2K	Buy	161 +121	+303%	+$42.7K	﹤0.01%	240
2024 Q4	$14.1K	Buy	+40	New	+$14.4K	﹤0.01%	244
2023 Q3	–	Sell	-75	Closed	-$23.1K	–	598
2023 Q2	$23.1K	Buy	75 +41	+121%	+$11.9K	﹤0.01%	240
2023 Q1	$9.72K	Buy	+34	New	+$9.27K	﹤0.01%	353
2020 Q4	–	Sell	-12	Closed	-$3K	–	328
2020 Q3	$3K	Hold	12	–	–	﹤0.01%	277
2020 Q2	$3K	Sell	12 -83	-87%	-$15.7K	﹤0.01%	281
2020 Q1	$16K	Buy	95 +83	+692%	+$16K	﹤0.01%	217
2019 Q4	$3K	Hold	12	–	–	﹤0.01%	272
2019 Q3	$2K	Sell	12 -83	-87%	-$16.1K	﹤0.01%	249
2019 Q2	$18K	Hold	95	–	–	﹤0.01%	218
2019 Q1	$17K	Hold	95	–	–	﹤0.01%	209
2018 Q4	$13K	Hold	95	–	–	﹤0.01%	213
2018 Q3	$16K	Buy	95 +12	+14%	+$2K	﹤0.01%	216
2018 Q2	$14K	Hold	83	–	–	﹤0.01%	226
2018 Q1	$13K	Hold	83	–	–	﹤0.01%	216
2017 Q4	$13K	Hold	83	–	–	﹤0.01%	217
2017 Q3	$11K	Hold	83	–	–	﹤0.01%	204
2017 Q2	$10K	Hold	83	–	–	﹤0.01%	191
2017 Q1	$10K	Hold	83	–	–	﹤0.01%	194
2016 Q4	$10K	Hold	83	–	–	﹤0.01%	207
2016 Q3	$10K	Buy	+83	New	+$9.45K	﹤0.01%	252

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewSquare Capital's ACN Position: Q3 2025 in Review

NewSquare Capital sold out of Accenture (ACN) in Q3 2025, closing a stake of 104 shares — an estimated $31.1K sold.

NewSquare Capital first reported a position in ACN in Q3 2016 and held it in 22 quarters. The position peaked at $50.2K in Q1 2025. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

NewSquare Capital reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 104 Accenture shares in Q3 2025, an estimated $31.1K.
NewSquare Capital first reported a position in Accenture in Q3 2016 and held it in 22 quarters.
NewSquare Capital's Accenture position peaked at $50.2K in Q1 2025.
2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.