Whitney & Co’s Accenture ACN Stock Holding History

Whitney & Co’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	-702	Closed	-$210K	–	146
2025 Q2	$210K	Sell	702 -4	-0.6%	-$1.22K	0.02%	129
2025 Q1	$220K	Hold	706	–	–	0.02%	122
2024 Q4	$248K	Hold	706	–	–	0.03%	116
2024 Q3	$250K	Sell	706 -4	-0.6%	-$1.31K	0.03%	115
2024 Q2	$215K	Buy	710 +4	+0.6%	+$1.23K	0.02%	118
2024 Q1	$245K	Hold	706	–	–	0.03%	118
2023 Q4	$248K	Sell	706 -15	-2%	-$4.84K	0.03%	110
2023 Q3	$221K	Hold	721	–	–	0.03%	115
2023 Q2	$222K	Hold	721	–	–	0.03%	115
2023 Q1	$206K	Buy	+721	New	+$197K	0.03%	119
2022 Q3	–	Sell	-721	Closed	-$200K	–	126
2022 Q2	$200K	Hold	721	–	–	0.04%	119
2022 Q1	$243K	Hold	721	–	–	0.04%	121
2021 Q4	$299K	Hold	721	–	–	0.04%	112
2021 Q3	$231K	Hold	721	–	–	0.04%	120
2021 Q2	$213K	Buy	+721	New	+$206K	0.03%	122
2018 Q4	–	Sell	-778	Closed	-$128K	–	117
2018 Q3	$128K	Buy	778 +478	+159%	+$79.6K	0.03%	128
2018 Q2	$49K	Hold	300	–	–	0.01%	163
2018 Q1	$46K	Buy	+300	New	+$47.5K	0.01%	177

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

Whitney & Co's ACN Position: Q3 2025 in Review

Whitney & Co sold out of Accenture (ACN) in Q3 2025, closing a stake of 702 shares — an estimated $210K sold.

Whitney & Co first reported a position in ACN in Q1 2018 and held it in 18 quarters. The position peaked at $299K in Q4 2021. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

Whitney & Co reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
Whitney & Co sold 702 Accenture shares in Q3 2025, an estimated $210K.
Whitney & Co first reported a position in Accenture in Q1 2018 and held it in 18 quarters.
Whitney & Co's Accenture position peaked at $299K in Q4 2021.
2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Whitney & Co's 13F filing for Q3 2025, filed 7 Nov 2025.