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Western Pacific Wealth Management’s Accenture ACN Stock Holding History

Western Pacific Wealth 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
Q2 		– Sell
-116
Closed -$36.2K – 198
2025
Q1 		$36.2K Sell
116
-143
-55% -$50.5K 0.03% 140
2024
Q4 		$91.1K Sell
259
-84
-24% -$30.2K 0.07% 109
2024
Q3 		$121K Buy
343
+40
+13% +$13.2K 0.08% 93
2024
Q2 		$91.9K Sell
303
-235
-44% -$72K 0.07% 107
2024
Q1 		$186K Buy
538
+13
+2% +$4.74K 0.14% 57
2023
Q4 		$184K Sell
525
-18
-3% -$5.8K 0.13% 50
2023
Q3 		$167K Hold
543
– – 0.14% 49
2023
Q2 		$168K Buy
543
+62
+13% +$18K 0.13% 46
2023
Q1 		$137K Hold
481
– – 0.11% 60
2022
Q4 		$128K Buy
481
+126
+35% +$34.9K 0.11% 59
2022
Q3 		$91K Buy
355
+347
+4,338% +$100K 0.09% 57
2022
Q2 		$2K Hold
8
– – ﹤0.01% 171
2022
Q1 		$2K Sell
8
-1
-11% -$337 ﹤0.01% 195
2021
Q4 		$3K Buy
+9
New +$3.28K ﹤0.01% 186

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

Western Pacific Wealth Management's ACN Position: Q2 2025 in Review

Western Pacific Wealth Management sold out of Accenture (ACN) in Q2 2025, closing a stake of 116 shares — an estimated $36.2K sold.

Western Pacific Wealth Management first reported a position in ACN in Q4 2021 and held it in 14 quarters. The position peaked at $186K in Q1 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Western Pacific Wealth Management reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 116 Accenture shares in Q2 2025, an estimated $36.2K.
  • Western Pacific Wealth Management first reported a position in Accenture in Q4 2021 and held it in 14 quarters.
  • Western Pacific Wealth Management's Accenture position peaked at $186K in Q1 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Western Pacific Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.