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Wealthstream Advisors’s Accenture ACN Stock Holding History

Wealthstream Advisors’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 		$209K Sell
848
-206
-20% -$53.7K 0.03% 177
2025
Q2 		$315K Buy
1,054
+173
+20% +$52.7K 0.05% 118
2025
Q1 		$275K Sell
881
-8
-0.9% -$2.83K 0.05% 123
2024
Q4 		$313K Buy
889
+11
+1% +$3.96K 0.06% 108
2024
Q3 		$310K Buy
878
+73
+9% +$24K 0.06% 105
2024
Q2 		$244K Sell
805
-462
-36% -$142K 0.09% 114
2024
Q1 		$439K Sell
1,267
-53
-4% -$19.3K 0.17% 75
2023
Q4 		$463K Buy
1,320
+475
+56% +$153K 0.19% 74
2023
Q3 		$259K Buy
845
+33
+4% +$10.4K 0.13% 87
2023
Q2 		$251K Buy
+812
New +$236K 0.13% 83
2022
Q3 		– Sell
-733
Closed -$203K – 67
2022
Q2 		$203K Buy
733
+88
+14% +$26.4K 0.21% 65
2022
Q1 		$218K Buy
645
+18
+3% +$6.07K 0.19% 64
2021
Q4 		$260K Buy
+627
New +$229K 0.22% 55

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthstream Advisors's ACN Position: Q3 2025 in Review

Wealthstream Advisors reduced its Accenture (ACN) stake by 20% in Q3 2025, selling an estimated $53.7K and leaving 848 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #177.

Wealthstream Advisors first reported a position in ACN in Q4 2021 and has held it in 13 quarters since. The position peaked at $463K in Q4 2023. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Wealthstream Advisors held 848 shares of Accenture worth $209K as of Q3 2025.
  • Wealthstream Advisors sold 206 Accenture shares in Q3 2025, an estimated $53.7K.
  • Accenture made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #177 holding.
  • Wealthstream Advisors first reported a position in Accenture in Q4 2021 and has held it in 13 quarters since.
  • Wealthstream Advisors's Accenture position peaked at $463K in Q4 2023.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.