Realta Investment Advisors’s Accenture ACN Stock Holding History

Realta 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 Q2	–	Sell	-1,834	Closed	-$572K	–	303
2025 Q1	$572K	Buy	+1,834	New	+$648K	0.26%	95
2022 Q1	–	Sell	-528	Closed	-$219K	–	427
2021 Q4	$219K	Buy	+528	New	+$192K	0.05%	381
2020 Q3	–	Sell	-2,738	Closed	-$588K	–	318
2020 Q2	$588K	Buy	2,738 +98	+4%	+$18.5K	0.19%	129
2020 Q1	$431K	Sell	2,640 -1,104	-29%	-$213K	0.19%	154
2019 Q4	$749K	Sell	3,744 -677	-15%	-$132K	0.2%	120
2019 Q3	$853K	Sell	4,421 -229	-5%	-$44.3K	0.23%	90
2019 Q2	$856K	Buy	4,650 +365	+9%	+$65.6K	0.24%	92
2019 Q1	$755K	Buy	+4,285	New	+$673K	0.34%	78

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Realta Investment Advisors's ACN Position: Q2 2025 in Review

Realta Investment Advisors sold out of Accenture (ACN) in Q2 2025, closing a stake of 1,834 shares — an estimated $572K sold.

Realta Investment Advisors first reported a position in ACN in Q1 2019 and held it in 8 quarters. The position peaked at $856K in Q2 2019. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

Realta Investment Advisors reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
Realta Investment Advisors sold 1,834 Accenture shares in Q2 2025, an estimated $572K.
Realta Investment Advisors first reported a position in Accenture in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's Accenture position peaked at $856K in Q2 2019.
2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.