Willow Creek Wealth Management’s Accenture ACN Stock Holding History

Willow Creek 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 Q3	$244K	Sell	991 -25	-2%	-$6.52K	0.02%	160
2025 Q2	$304K	Sell	1,016 -3	-0.3%	-$914	0.03%	140
2025 Q1	$318K	Buy	1,019 +2	+0.2%	+$706	0.03%	119
2024 Q4	$358K	Sell	1,017 -2	-0.2%	-$720	0.04%	113
2024 Q3	$360K	Buy	1,019 +22	+2%	+$7.24K	0.04%	115
2024 Q2	$303K	Sell	997 -23	-2%	-$7.05K	0.03%	122
2024 Q1	$354K	Buy	1,020 +26	+3%	+$9.48K	0.04%	110
2023 Q4	$349K	Sell	994 -1	-0.1%	-$322	0.04%	102
2023 Q3	$306K	Sell	995 -3	-0.3%	-$945	0.05%	103
2023 Q2	$308K	Sell	998 -196	-16%	-$57K	0.04%	114
2023 Q1	$341K	Hold	1,194	–	–	0.05%	93
2022 Q4	$319K	Hold	1,194	–	–	0.05%	96
2022 Q3	$307K	Hold	1,194	–	–	0.06%	87
2022 Q2	$332K	Hold	1,194	–	–	0.06%	86
2022 Q1	$403K	Hold	1,194	–	–	0.08%	70
2021 Q4	$495K	Hold	1,194	–	–	0.1%	63
2021 Q3	$382K	Hold	1,194	–	–	0.08%	67
2021 Q2	$352K	Hold	1,194	–	–	0.08%	74
2021 Q1	$330K	Hold	1,194	–	–	0.12%	60
2020 Q4	$312K	Hold	1,194	–	–	0.12%	63
2020 Q3	$270K	Buy	1,194 +80	+7%	+$18.3K	0.11%	64
2020 Q2	$239K	Buy	+1,114	New	+$211K	0.11%	65
2020 Q1	–	Sell	-1,119	Closed	-$236K	–	66
2019 Q4	$236K	Hold	1,119	–	–	0.11%	72
2019 Q3	$215K	Hold	1,119	–	–	0.1%	79
2019 Q2	$207K	Buy	+1,119	New	+$201K	0.1%	80

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

Willow Creek Wealth Management's ACN Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Accenture (ACN) stake by 2.5% in Q3 2025, selling an estimated $6.52K and leaving 991 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #160.

Willow Creek Wealth Management first reported a position in ACN in Q2 2019 and has held it in 25 quarters since. The position peaked at $495K in Q4 2021. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

Willow Creek Wealth Management held 991 shares of Accenture worth $244K as of Q3 2025.
Willow Creek Wealth Management sold 25 Accenture shares in Q3 2025, an estimated $6.52K.
Accenture made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #160 holding.
Willow Creek Wealth Management first reported a position in Accenture in Q2 2019 and has held it in 25 quarters since.
Willow Creek Wealth Management's Accenture position peaked at $495K in Q4 2021.
2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.