Waverton Investment Management’s Accenture ACN Stock Holding History

Waverton Investment Management’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	-1,141	Closed	-$281K	–	2
2025 Q3	$281K	Sell	1,141 -10	-0.9%	-$2.61K	﹤0.01%	93
2025 Q2	$344K	Sell	1,151 -5	-0.4%	-$1.52K	﹤0.01%	96
2025 Q1	$361K	Hold	1,156	–	–	0.01%	91
2024 Q4	$407K	Buy	1,156 +500	+76%	+$180K	0.01%	90
2024 Q3	$232K	Buy	+656	New	+$216K	﹤0.01%	90
2021 Q1	–	Sell	-33,730	Closed	-$8.81M	–	54
2020 Q4	$8.81M	Sell	33,730 -10,560	-24%	-$2.53M	0.41%	31
2020 Q3	$10M	Sell	44,290 -50	-0.1%	-$11.5K	0.5%	29
2020 Q2	$9.52M	Buy	44,340 +1,440	+3%	+$272K	0.52%	28
2020 Q1	$7M	Buy	42,900 +23,115	+117%	+$4.45M	0.45%	28
2019 Q4	$4.17M	Buy	+19,785	New	+$3.86M	0.22%	34

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM