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Octavia Wealth Advisors’s Accenture ACN Stock Holding History

Octavia 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
Q3 		– Sell
-711
Closed -$213K – 260
2025
Q2 		$213K Buy
711
+8
+1% +$2.44K 0.02% 212
2025
Q1 		$219K Buy
703
+106
+18% +$37.4K 0.03% 209
2024
Q4 		$210K Sell
597
-22
-4% -$7.92K 0.03% 211
2024
Q3 		$219K Buy
+619
New +$204K 0.03% 207
2024
Q1 		– Sell
-657
Closed -$230K – 219
2023
Q4 		$230K Buy
+657
New +$212K 0.04% 202

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

Octavia Wealth Advisors's ACN Position: Q3 2025 in Review

Octavia Wealth Advisors sold out of Accenture (ACN) in Q3 2025, closing a stake of 711 shares — an estimated $213K sold.

Octavia Wealth Advisors first reported a position in ACN in Q4 2023 and held it in 5 quarters. The position peaked at $230K in Q4 2023. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Octavia Wealth Advisors reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 711 Accenture shares in Q3 2025, an estimated $213K.
  • Octavia Wealth Advisors first reported a position in Accenture in Q4 2023 and held it in 5 quarters.
  • Octavia Wealth Advisors's Accenture position peaked at $230K in Q4 2023.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Octavia Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.