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Smallwood Wealth Investment Management’s Accenture ACN Stock Holding History

Smallwood Wealth Investment Management’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
-4
Closed -$1.2K – 531
2025
Q2 		$1.2K Buy
+4
New +$1.22K ﹤0.01% 438

Other funds holding ACN

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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

Smallwood Wealth Investment Management's ACN Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Accenture (ACN) in Q3 2025, closing a stake of 4 shares — an estimated $1.2K sold.

Smallwood Wealth Investment Management first reported a position in ACN in Q2 2025 and held it in 1 quarter. The position peaked at $1.2K in Q2 2025. 2,222 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 4 Accenture shares in Q3 2025, an estimated $1.2K.
  • Smallwood Wealth Investment Management first reported a position in Accenture in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Accenture position peaked at $1.2K in Q2 2025.
  • 2,222 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.