Westshore Wealth’s Accenture ACN Stock Holding History

Westshore Wealth’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	-791	Closed	-$236K	–	103
2025 Q2	$236K	Sell	791 -24	-3%	-$7.31K	0.09%	80
2025 Q1	$254K	Hold	815	–	–	0.11%	77
2024 Q4	$287K	Hold	815	–	–	0.12%	72
2024 Q3	$288K	Sell	815 -16	-2%	-$5.26K	0.12%	66
2024 Q2	$252K	Buy	831 +118	+17%	+$36.1K	0.1%	77
2024 Q1	$247K	Hold	713	–	–	0.1%	82
2023 Q4	$250K	Sell	713 -8	-1%	-$2.58K	0.12%	72
2023 Q3	$221K	Buy	721 +8	+1%	+$2.52K	0.12%	79
2023 Q2	$220K	Sell	713 -8	-1%	-$2.33K	0.11%	101
2023 Q1	$206K	Buy	+721	New	+$197K	0.11%	105
2022 Q2	–	Sell	-618	Closed	-$208K	–	95
2022 Q1	$208K	Buy	618 +136	+28%	+$45.9K	0.14%	90
2021 Q4	$200K	Buy	+482	New	+$176K	0.14%	87
2021 Q3	–	Sell	-787	Closed	-$232K	–	80
2021 Q2	$232K	Hold	787	–	–	0.12%	123
2021 Q1	$217K	Buy	+787	New	+$203K	0.12%	128

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

Westshore Wealth's ACN Position: Q3 2025 in Review

Westshore Wealth sold out of Accenture (ACN) in Q3 2025, closing a stake of 791 shares — an estimated $236K sold.

Westshore Wealth first reported a position in ACN in Q1 2021 and held it in 14 quarters. The position peaked at $288K in Q3 2024. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

Westshore Wealth reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
Westshore Wealth sold 791 Accenture shares in Q3 2025, an estimated $236K.
Westshore Wealth first reported a position in Accenture in Q1 2021 and held it in 14 quarters.
Westshore Wealth's Accenture position peaked at $288K in Q3 2024.
2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Westshore Wealth's 13F filing for Q3 2025, filed 17 Nov 2025.