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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waverton Investment Management's ACN Position: Q4 2025 in Review

Waverton Investment Management sold out of Accenture (ACN) in Q4 2025, closing a stake of 1,141 shares — an estimated $281K sold.

Waverton Investment Management first reported a position in ACN in Q4 2019 and held it in 10 quarters. The position peaked at $10M in Q3 2020. 2,372 funds tracked by Wall St. Rank hold ACN as of Q4 2025.

Waverton Investment Management reported no remaining Accenture position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 1,141 Accenture shares in Q4 2025, an estimated $281K.
Waverton Investment Management first reported a position in Accenture in Q4 2019 and held it in 10 quarters.
Waverton Investment Management's Accenture position peaked at $10M in Q3 2020.
2,372 funds tracked by Wall St. Rank held Accenture as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.