Optimum Investment Advisors’s Accenture ACN Stock Holding History

Optimum Investment 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	$179K	Sell	725 -100	-12%	-$26.1K	0.07%	200
2025 Q2	$247K	Sell	825 -6	-0.7%	-$1.83K	0.11%	159
2025 Q1	$259K	Buy	831 +6	+0.7%	+$2.12K	0.12%	146
2024 Q4	$290K	Sell	825 -100	-11%	-$36K	0.13%	143
2024 Q3	$327K	Hold	925	–	–	0.14%	143
2024 Q2	$281K	Hold	925	–	–	0.13%	154
2024 Q1	$321K	Hold	925	–	–	0.15%	146
2023 Q4	$325K	Hold	925	–	–	0.16%	135
2023 Q3	$284K	Hold	925	–	–	0.15%	147
2023 Q2	$285K	Hold	925	–	–	0.14%	149
2023 Q1	$264K	Hold	925	–	–	0.14%	147
2022 Q4	$247K	Hold	925	–	–	0.13%	162
2022 Q3	$238K	Hold	925	–	–	0.13%	171
2022 Q2	$257K	Hold	925	–	–	0.13%	160
2022 Q1	$312K	Hold	925	–	–	0.13%	155
2021 Q4	$383K	Hold	925	–	–	0.15%	139
2021 Q3	$296K	Sell	925 -350	-27%	-$114K	0.12%	161
2021 Q2	$376K	Hold	1,275	–	–	0.12%	175
2021 Q1	$352K	Hold	1,275	–	–	0.1%	192
2020 Q4	$333K	Hold	1,275	–	–	0.1%	182
2020 Q3	$288K	Hold	1,275	–	–	0.1%	186
2020 Q2	$274K	Buy	1,275 +135	+12%	+$25.5K	0.1%	198
2020 Q1	$186K	Sell	1,140 -1,046	-48%	-$201K	0.08%	225
2019 Q4	$460K	Buy	2,186 +2	+0.1%	+$390	0.14%	170
2019 Q3	$420K	Buy	2,184 +163	+8%	+$31.5K	0.13%	170
2019 Q2	$373K	Buy	2,021 +5	+0.2%	+$898	0.12%	180
2019 Q1	$355K	Sell	2,016 -144	-7%	-$22.6K	0.12%	185
2018 Q4	$305K	Sell	2,160 -69	-3%	-$10.9K	0.1%	193
2018 Q3	$379K	Hold	2,229	–	–	0.1%	189
2018 Q2	$365K	Buy	2,229 +5	+0.2%	+$778	0.11%	198
2018 Q1	$341K	Hold	2,224	–	–	0.1%	204
2017 Q4	$340K	Buy	2,224 +6	+0.3%	+$870	0.11%	211
2017 Q3	$300K	Hold	2,218	–	–	0.1%	224
2017 Q2	$274K	Buy	2,218 +3	+0.1%	+$365	0.09%	234
2017 Q1	$266K	Hold	2,215	–	–	0.09%	233
2016 Q4	$259K	Hold	2,215	–	–	0.1%	231
2016 Q3	$271K	Sell	2,215 -150	-6%	-$17.1K	0.1%	229
2016 Q2	$268K	Buy	2,365 +290	+14%	+$33.6K	0.1%	218
2016 Q1	$239K	Buy	+2,075	New	+$213K	0.09%	224
2015 Q1	$105K	Sell	1,125 -725	-39%	-$64.7K	0.03%	370
2014 Q4	$101K	Buy	1,850 +725	+64%	+$60.2K	0.03%	362
2014 Q3	$93K	Hold	1,125	–	–	0.03%	358
2014 Q2	$91K	Buy	1,125 +400	+55%	+$32.1K	0.03%	357
2014 Q1	$58K	Buy	725 +200	+38%	+$16.4K	0.02%	377
2013 Q4	$43K	Hold	525	–	–	0.02%	412
2013 Q3	$39K	Buy	+525	New	+$38.9K	0.02%	399

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

Optimum Investment Advisors's ACN Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Accenture (ACN) stake by 12% in Q3 2025, selling an estimated $26.1K and leaving 725 shares worth $179K. The position accounts for 0.07% of the portfolio, ranked #200.

Optimum Investment Advisors first reported a position in ACN in Q3 2013 and has held it in 46 quarters since. The position peaked at $460K in Q4 2019. 2,222 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

Optimum Investment Advisors held 725 shares of Accenture worth $179K as of Q3 2025.
Optimum Investment Advisors sold 100 Accenture shares in Q3 2025, an estimated $26.1K.
Accenture made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #200 holding.
Optimum Investment Advisors first reported a position in Accenture in Q3 2013 and has held it in 46 quarters since.
Optimum Investment Advisors's Accenture position peaked at $460K in Q4 2019.
2,222 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.