West Coast Financial’s Accenture ACN Stock Holding History

West Coast Financial’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	-34,501	Closed	-$10.8M	–	4
2025 Q1	$10.8M	Sell	34,501 -528	-2%	-$186K	1.23%	18
2024 Q4	$12.3M	Buy	35,029 +417	+1%	+$150K	1.36%	15
2024 Q3	$12.2M	Buy	34,612 +397	+1%	+$131K	1.35%	18
2024 Q2	$10.4M	Buy	34,215 +298	+0.9%	+$91.3K	1.23%	25
2024 Q1	$11.8M	Buy	33,917 +95	+0.3%	+$34.6K	1.43%	21
2023 Q4	$11.9M	Buy	33,822 +2,602	+8%	+$839K	1.56%	18
2023 Q3	$9.59M	Buy	31,220 +9,053	+41%	+$2.85M	1.43%	18
2023 Q2	$6.84M	Sell	22,167 -252	-1%	-$73.2K	0.97%	31
2023 Q1	$6.41M	Sell	22,419 -253	-1%	-$69K	0.98%	33
2022 Q4	$6.05M	Buy	22,672 +338	+2%	+$93.5K	1.03%	33
2022 Q3	$5.75M	Buy	22,334 +14,645	+190%	+$4.23M	1.06%	28
2022 Q2	$2.13M	Hold	7,689	–	–	0.38%	55
2022 Q1	$2.59M	Sell	7,689 -377	-5%	-$127K	0.4%	54
2021 Q4	$3.34M	Sell	8,066 -94	-1%	-$34.3K	0.48%	51
2021 Q3	$2.61M	Sell	8,160 -106	-1%	-$34.5K	0.42%	56
2021 Q2	$2.44M	Buy	8,266 +6	+0.1%	+$1.72K	0.4%	55
2021 Q1	$2.28M	Sell	8,260 -345	-4%	-$89.2K	0.4%	55
2020 Q4	$2.25M	Sell	8,605 -207	-2%	-$49.6K	0.43%	51
2020 Q3	$1.99M	Sell	8,812 -408	-4%	-$93.5K	0.45%	51
2020 Q2	$1.98M	Sell	9,220 -30	-0.3%	-$5.67K	0.48%	48
2020 Q1	$1.51M	Sell	9,250 -90	-1%	-$17.3K	0.4%	48
2019 Q4	$1.97M	Sell	9,340 -264	-3%	-$51.5K	0.42%	42
2019 Q3	$1.85M	Sell	9,604 -225	-2%	-$43.5K	0.42%	44
2019 Q2	$1.82M	Sell	9,829 -4	-0%	-$718	0.42%	47
2019 Q1	$1.73M	Sell	9,833 -131	-1%	-$20.6K	0.41%	49
2018 Q4	$1.41M	Sell	9,964 -174	-2%	-$27.5K	0.4%	54
2018 Q3	$1.73M	Hold	10,138	–	–	0.4%	57
2018 Q2	$1.66M	Sell	10,138 -150	-1%	-$23.3K	0.46%	48
2018 Q1	$1.58M	Sell	10,288 -300	-3%	-$47.5K	0.45%	48
2017 Q4	$1.62M	Sell	10,588 -45	-0.4%	-$6.52K	0.46%	51
2017 Q3	$1.44M	Hold	10,633	–	–	0.39%	56
2017 Q2	$1.31M	Sell	10,633 -430	-4%	-$52.4K	0.42%	51
2017 Q1	$1.33M	Sell	11,063 -605	-5%	-$72.2K	0.42%	57
2016 Q4	$1.37M	Sell	11,668 -345	-3%	-$41K	0.43%	57
2016 Q3	$1.47M	Sell	12,013 -270	-2%	-$30.7K	0.47%	57
2016 Q2	$1.39M	Sell	12,283 -695	-5%	-$80.6K	0.5%	54
2016 Q1	$1.5M	Sell	12,978 -750	-5%	-$77K	0.62%	47
2015 Q4	$1.44M	Sell	13,728 -370	-3%	-$39K	0.6%	54
2015 Q3	$1.39M	Sell	14,098 -210	-1%	-$20.8K	0.62%	50
2015 Q2	$1.39M	Buy	14,308 +550	+4%	+$52.6K	0.61%	51
2015 Q1	$1.29M	Sell	13,758 -4,260	-24%	-$380K	0.6%	50
2014 Q4	$1.61M	Sell	18,018 -820	-4%	-$68.1K	0.83%	46
2014 Q3	$1.53M	Sell	18,838 -3,215	-15%	-$258K	0.86%	48
2014 Q2	$1.78M	Sell	22,053 -8,296	-27%	-$666K	0.94%	47
2014 Q1	$2.42M	Sell	30,349 -5,835	-16%	-$479K	1.23%	41
2013 Q4	$2.98M	Buy	36,184 +85	+0.2%	+$6.43K	1.54%	33
2013 Q3	$2.66M	Buy	36,099 +70	+0.2%	+$5.18K	1.47%	33
2013 Q2	$2.59M	Buy	+36,029	New	+$2.86M	1.41%	35

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

West Coast Financial's ACN Position: Q2 2025 in Review

West Coast Financial sold out of Accenture (ACN) in Q2 2025, closing a stake of 34,501 shares — an estimated $10.8M sold.

West Coast Financial first reported a position in ACN in Q2 2013 and held it in 48 quarters. The position peaked at $12.3M in Q4 2024. 2,371 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

West Coast Financial reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 34,501 Accenture shares in Q2 2025, an estimated $10.8M.
West Coast Financial first reported a position in Accenture in Q2 2013 and held it in 48 quarters.
West Coast Financial's Accenture position peaked at $12.3M in Q4 2024.
2,371 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.