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UP Strategic Wealth Investment Advisors’s Accenture ACN Stock Holding History

UP Strategic Wealth Investment 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
-1,059
Closed -$330K – 96
2025
Q1 		$330K Buy
1,059
+204
+24% +$72K 0.29% 56
2024
Q4 		$301K Buy
855
+124
+17% +$44.6K 0.3% 55
2024
Q3 		$258K Buy
+731
New +$240K 0.29% 62

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

UP Strategic Wealth Investment Advisors's ACN Position: Q2 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Accenture (ACN) in Q2 2025, closing a stake of 1,059 shares — an estimated $330K sold.

UP Strategic Wealth Investment Advisors first reported a position in ACN in Q3 2024 and held it in 3 quarters. The position peaked at $330K in Q1 2025. 2,371 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 1,059 Accenture shares in Q2 2025, an estimated $330K.
  • UP Strategic Wealth Investment Advisors first reported a position in Accenture in Q3 2024 and held it in 3 quarters.
  • UP Strategic Wealth Investment Advisors's Accenture position peaked at $330K in Q1 2025.
  • 2,371 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.