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Whipplewood Advisors’s Acco Brands ACCO Stock Holding History

Whipplewood Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-140
Closed -$501 – 300
2025
Q2 		$501 Buy
140
+133
+1,900% +$492 ﹤0.01% 1118
2025
Q1 		$578 Sell
7
-131
-95% -$643 ﹤0.01% 1111
2024
Q4 		$725 Buy
+138
New +$767 ﹤0.01% 1067

Other funds holding ACCO

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whipplewood Advisors's ACCO Position: Q3 2025 in Review

Whipplewood Advisors sold out of Acco Brands (ACCO) in Q3 2025, closing a stake of 140 shares — an estimated $501 sold.

Whipplewood Advisors first reported a position in ACCO in Q4 2024 and held it in 3 quarters. The position peaked at $725 in Q4 2024. 191 funds tracked by Wall St. Rank hold ACCO as of Q3 2025.

  • Whipplewood Advisors reported no remaining Acco Brands position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 140 Acco Brands shares in Q3 2025, an estimated $501.
  • Whipplewood Advisors first reported a position in Acco Brands in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Acco Brands position peaked at $725 in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Acco Brands as of Q3 2025.

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