Wealth Management Associates’s Accenture ACN Stock Holding History

Wealth Management 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 Q3	–	Sell	-1,139	Closed	-$340K	–	231
2025 Q2	$340K	Buy	1,139 +158	+16%	+$48.1K	0.13%	142
2025 Q1	$306K	Hold	981	–	–	0.13%	154
2024 Q4	$345K	Buy	981 +120	+14%	+$43.2K	0.15%	137
2024 Q3	$304K	Buy	861 +38	+5%	+$12.5K	0.13%	155
2024 Q2	$250K	Hold	823	–	–	0.12%	165
2024 Q1	$250K	Sell	823 -42	-5%	-$15.3K	0.12%	165
2023 Q4	$304K	Buy	865 +81	+10%	+$26.1K	0.16%	139
2023 Q3	$241K	Buy	784 +80	+11%	+$25.2K	0.14%	155
2023 Q2	$217K	Sell	704 -20	-3%	-$5.81K	0.12%	171
2023 Q1	$207K	Buy	+724	New	+$197K	0.13%	178
2022 Q4	–	Sell	-820	Closed	-$211K	–	187
2022 Q3	$211K	Hold	820	–	–	0.15%	160
2022 Q2	$228K	Hold	820	–	–	0.16%	154
2022 Q1	$277K	Hold	820	–	–	0.16%	150
2021 Q4	$340K	Hold	820	–	–	0.18%	139
2021 Q3	$262K	Hold	820	–	–	0.15%	153
2021 Q2	$242K	Buy	+820	New	+$235K	0.14%	172

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Management Associates's ACN Position: Q3 2025 in Review

Wealth Management Associates sold out of Accenture (ACN) in Q3 2025, closing a stake of 1,139 shares — an estimated $340K sold.

Wealth Management Associates first reported a position in ACN in Q2 2021 and held it in 16 quarters. The position peaked at $345K in Q4 2024. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

Wealth Management Associates reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
Wealth Management Associates sold 1,139 Accenture shares in Q3 2025, an estimated $340K.
Wealth Management Associates first reported a position in Accenture in Q2 2021 and held it in 16 quarters.
Wealth Management Associates's Accenture position peaked at $345K in Q4 2024.
2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Wealth Management Associates's 13F filing for Q3 2025, filed 21 Oct 2025.