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Valued Retirements’s Accenture ACN Stock Holding History

Valued Retirements’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
-686
Closed -$214K – 90
2025
Q1 		$214K Hold
686
– – 0.28% 76
2024
Q4 		$241K Hold
686
– – 0.33% 66
2024
Q3 		$242K Hold
686
– – 0.33% 67
2024
Q2 		$208K Hold
686
– – 0.32% 68
2024
Q1 		$238K Hold
686
– – 0.38% 59
2023
Q4 		$241K Buy
+686
New +$221K 0.42% 52

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

Valued Retirements's ACN Position: Q2 2025 in Review

Valued Retirements sold out of Accenture (ACN) in Q2 2025, closing a stake of 686 shares — an estimated $214K sold.

Valued Retirements first reported a position in ACN in Q4 2023 and held it in 6 quarters. The position peaked at $242K in Q3 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Valued Retirements reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Valued Retirements sold 686 Accenture shares in Q2 2025, an estimated $214K.
  • Valued Retirements first reported a position in Accenture in Q4 2023 and held it in 6 quarters.
  • Valued Retirements's Accenture position peaked at $242K in Q3 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Valued Retirements's 13F filing for Q2 2025, filed 13 Aug 2025.