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Wills Financial Group’s Accenture ACN Stock Holding History

Wills Financial Group’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
-13,799
Closed -$4.12M – 68
2025
Q2 		$4.12M Sell
13,799
-27
-0.2% -$8.22K 1.79% 22
2025
Q1 		$4.31M Buy
13,826
+1,726
+14% +$610K 1.91% 19
2024
Q4 		$4.26M Buy
12,100
+3,218
+36% +$1.16M 1.84% 22
2024
Q3 		$3.14M Buy
8,882
+231
+3% +$76K 1.32% 29
2024
Q2 		$2.62M Buy
8,651
+6,609
+324% +$2.02M 1.21% 28
2024
Q1 		$708K Buy
+2,042
New +$744K 0.33% 41

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wills Financial Group's ACN Position: Q3 2025 in Review

Wills Financial Group sold out of Accenture (ACN) in Q3 2025, closing a stake of 13,799 shares — an estimated $4.12M sold.

Wills Financial Group first reported a position in ACN in Q1 2024 and held it in 6 quarters. The position peaked at $4.31M in Q1 2025. 2,221 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • Wills Financial Group reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • Wills Financial Group sold 13,799 Accenture shares in Q3 2025, an estimated $4.12M.
  • Wills Financial Group first reported a position in Accenture in Q1 2024 and held it in 6 quarters.
  • Wills Financial Group's Accenture position peaked at $4.31M in Q1 2025.
  • 2,221 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on Wills Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.