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TrueWealth Advisors’s Accenture ACN Stock Holding History

TrueWealth 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
-904
Closed -$282K – 218
2025
Q1 		$282K Buy
+904
New +$319K 0.09% 168
2024
Q1 		– Sell
-596
Closed -$209K – 209
2023
Q4 		$209K Sell
596
-61
-9% -$19.7K 0.08% 187
2023
Q3 		$202K Sell
657
-2
-0.3% -$630 0.09% 191
2023
Q2 		$203K Buy
+659
New +$191K 0.08% 184
2022
Q2 		– Sell
-977
Closed -$405K – 171
2022
Q1 		$405K Hold
977
– – 0.18% 107
2021
Q4 		$405K Buy
977
+345
+55% +$126K 0.18% 107
2021
Q3 		$202K Buy
+632
New +$206K 0.11% 136

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

TrueWealth Advisors's ACN Position: Q2 2025 in Review

TrueWealth Advisors sold out of Accenture (ACN) in Q2 2025, closing a stake of 904 shares — an estimated $282K sold.

TrueWealth Advisors first reported a position in ACN in Q3 2021 and held it in 7 quarters. The position peaked at $405K in Q1 2022. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • TrueWealth Advisors reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 904 Accenture shares in Q2 2025, an estimated $282K.
  • TrueWealth Advisors first reported a position in Accenture in Q3 2021 and held it in 7 quarters.
  • TrueWealth Advisors's Accenture position peaked at $405K in Q1 2022.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on TrueWealth Advisors's 13F filing for Q2 2025, filed 3 Jul 2025.