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Wealth Alliance Advisory Group’s Accenture ACN Stock Holding History

Wealth Alliance Advisory Group’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
-2,763
Closed -$862K – 187
2025
Q1 		$862K Buy
+2,763
New +$976K 0.18% 79
2024
Q2 		– Sell
-1,981
Closed -$686K – 195
2024
Q1 		$686K Buy
1,981
+191
+11% +$69.6K 0.16% 86
2023
Q4 		$628K Buy
1,790
+316
+21% +$102K 0.16% 82
2023
Q3 		$453K Buy
1,474
+49
+3% +$15.4K 0.13% 98
2023
Q2 		$440K Buy
+1,425
New +$414K 0.16% 99

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

Wealth Alliance Advisory Group's ACN Position: Q2 2025 in Review

Wealth Alliance Advisory Group sold out of Accenture (ACN) in Q2 2025, closing a stake of 2,763 shares — an estimated $862K sold.

Wealth Alliance Advisory Group first reported a position in ACN in Q2 2023 and held it in 5 quarters. The position peaked at $862K in Q1 2025. 2,371 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Wealth Alliance Advisory Group reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 2,763 Accenture shares in Q2 2025, an estimated $862K.
  • Wealth Alliance Advisory Group first reported a position in Accenture in Q2 2023 and held it in 5 quarters.
  • Wealth Alliance Advisory Group's Accenture position peaked at $862K in Q1 2025.
  • 2,371 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2025, filed 7 Jul 2025.