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Wambolt & Associates’s Accenture ACN Stock Holding History

Wambolt & Associates’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 		$307K Sell
1,013
-90
-8% -$27.4K 0.1% 145
2025
Q1 		$346K Sell
1,103
-370
-25% -$131K 0.12% 138
2024
Q4 		$518K Sell
1,473
-175
-11% -$63K 0.17% 118
2024
Q3 		$580K Sell
1,648
-519
-24% -$171K 0.16% 117
2024
Q2 		$656K Sell
2,167
-208
-9% -$63.7K 0.19% 110
2024
Q1 		$805K Sell
2,375
-1,541
-39% -$562K 0.24% 108
2023
Q4 		$1.37M Sell
3,916
-925
-19% -$298K 0.45% 79
2023
Q3 		$1.49M Buy
4,841
+15
+0.3% +$4.73K 0.54% 60
2023
Q2 		$1.49M Buy
4,826
+56
+1% +$16.3K 0.53% 61
2023
Q1 		$1.36M Sell
4,770
-79
-2% -$21.5K 0.48% 72
2022
Q4 		$1.29M Sell
4,849
-135
-3% -$37.3K 0.5% 74
2022
Q3 		$1.28M Buy
4,984
+13
+0.3% +$3.76K 0.54% 64
2022
Q2 		$1.38M Buy
4,971
+67
+1% +$20.1K 0.55% 61
2022
Q1 		$1.67M Sell
4,904
-1,983
-29% -$669K 0.61% 53
2021
Q4 		$2.85M Buy
6,887
+749
+12% +$273K 1.03% 16
2021
Q3 		$1.99M Buy
6,138
+1,303
+27% +$424K 0.8% 34
2021
Q2 		$1.45M Buy
4,835
+890
+23% +$255K 0.62% 48
2021
Q1 		$1.1M Buy
3,945
+1,339
+51% +$346K 0.57% 65
2020
Q4 		$681K Buy
2,606
+472
+22% +$113K 0.41% 88
2020
Q3 		$482K Buy
2,134
+183
+9% +$41.9K 0.36% 101
2020
Q2 		$419K Buy
+1,951
New +$369K 0.33% 114

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

Wambolt & Associates's ACN Position: Q2 2025 in Review

Wambolt & Associates reduced its Accenture (ACN) stake by 8.2% in Q2 2025, selling an estimated $27.4K and leaving 1,013 shares worth $307K. The position accounts for 0.1% of the portfolio, ranked #145.

Wambolt & Associates first reported a position in ACN in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.85M in Q4 2021. 2,371 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Wambolt & Associates held 1,013 shares of Accenture worth $307K as of Q2 2025.
  • Wambolt & Associates sold 90 Accenture shares in Q2 2025, an estimated $27.4K.
  • Accenture made up 0.1% of Wambolt & Associates's portfolio in Q2 2025, its #145 holding.
  • Wambolt & Associates first reported a position in Accenture in Q2 2020 and has held it in 21 quarters since.
  • Wambolt & Associates's Accenture position peaked at $2.85M in Q4 2021.
  • 2,371 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.