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Petros Family Wealth’s Accenture ACN Stock Holding History

Petros Family Wealth’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
-3,021
Closed -$903K – 139
2025
Q2 		$903K Sell
3,021
-1,194
-28% -$364K 0.82% 33
2025
Q1 		$1.32M Buy
4,215
+812
+24% +$287K 1.45% 17
2024
Q4 		$1.2M Buy
+3,403
New +$1.22M 1.29% 19

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

Petros Family Wealth's ACN Position: Q3 2025 in Review

Petros Family Wealth sold out of Accenture (ACN) in Q3 2025, closing a stake of 3,021 shares — an estimated $903K sold.

Petros Family Wealth first reported a position in ACN in Q4 2024 and held it in 3 quarters. The position peaked at $1.32M in Q1 2025. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Petros Family Wealth reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Petros Family Wealth sold 3,021 Accenture shares in Q3 2025, an estimated $903K.
  • Petros Family Wealth first reported a position in Accenture in Q4 2024 and held it in 3 quarters.
  • Petros Family Wealth's Accenture position peaked at $1.32M in Q1 2025.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Petros Family Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.