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Summit Wealth Group (Colorado)’s Accenture ACN Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-10,914
Closed -$3.35M – 278
2025
Q3 		$3.35M Buy
+10,914
New +$2.85M 0.35% 50

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group (Colorado)'s ACN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Accenture (ACN) in Q4 2025, closing a stake of 10,914 shares — an estimated $3.35M sold.

Summit Wealth Group (Colorado) first reported a position in ACN in Q3 2025 and held it in 1 quarter. The position peaked at $3.35M in Q3 2025. 2,370 funds tracked by Wall St. Rank hold ACN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Accenture position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,914 Accenture shares in Q4 2025, an estimated $3.35M.
  • Summit Wealth Group (Colorado) first reported a position in Accenture in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Accenture position peaked at $3.35M in Q3 2025.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.