SWTS
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Stonehaven Wealth & Tax Solutions’s Accenture ACN Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-681
Closed -$204K – 82
2025
Q2 		$204K Buy
681
+10
+1% +$3.05K 0.2% 75
2025
Q1 		$209K Buy
+671
New +$237K 0.22% 65

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

Stonehaven Wealth & Tax Solutions's ACN Position: Q3 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Accenture (ACN) in Q3 2025, closing a stake of 681 shares — an estimated $204K sold.

Stonehaven Wealth & Tax Solutions first reported a position in ACN in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q1 2025. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 681 Accenture shares in Q3 2025, an estimated $204K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Accenture in Q1 2025 and held it in 2 quarters.
  • Stonehaven Wealth & Tax Solutions's Accenture position peaked at $209K in Q1 2025.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.