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Sterling Financial Group’s Accenture ACN Stock Holding History

Sterling Financial Group’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
-659
Closed -$206K – 72
2025
Q1 		$206K Hold
659
– – 0.07% 63
2024
Q4 		$232K Hold
659
– – 0.09% 62
2024
Q3 		$233K Buy
+659
New +$217K 0.1% 62
2024
Q2 		– Sell
-659
Closed -$228K – 65
2024
Q1 		$228K Buy
+659
New +$240K 0.11% 60

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sterling Financial Group's ACN Position: Q2 2025 in Review

Sterling Financial Group sold out of Accenture (ACN) in Q2 2025, closing a stake of 659 shares — an estimated $206K sold.

Sterling Financial Group first reported a position in ACN in Q1 2024 and held it in 4 quarters. The position peaked at $233K in Q3 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Sterling Financial Group reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Sterling Financial Group sold 659 Accenture shares in Q2 2025, an estimated $206K.
  • Sterling Financial Group first reported a position in Accenture in Q1 2024 and held it in 4 quarters.
  • Sterling Financial Group's Accenture position peaked at $233K in Q3 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Sterling Financial Group's 13F filing for Q2 2025, filed 10 Jul 2025.