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Wiser Advisor Group’s Accenture ACN Stock Holding History

Wiser Advisor 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
Q2 		– Sell
-4
Closed -$1.28K – 45
2025
Q1 		$1.28K Sell
4
-5
-56% -$1.77K ﹤0.01% 247
2024
Q4 		$3.2K Hold
9
– – ﹤0.01% 224
2024
Q3 		$3.21K Hold
9
– – ﹤0.01% 223
2024
Q2 		$2.75K Sell
9
-1
-10% -$306 ﹤0.01% 241
2024
Q1 		$3.48K Hold
10
– – 0.01% 239
2023
Q4 		$3.52K Buy
+10
New +$3.22K 0.01% 238

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wiser Advisor Group's ACN Position: Q2 2025 in Review

Wiser Advisor Group sold out of Accenture (ACN) in Q2 2025, closing a stake of 4 shares — an estimated $1.28K sold.

Wiser Advisor Group first reported a position in ACN in Q4 2023 and held it in 6 quarters. The position peaked at $3.52K in Q4 2023. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Wiser Advisor Group reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 4 Accenture shares in Q2 2025, an estimated $1.28K.
  • Wiser Advisor Group first reported a position in Accenture in Q4 2023 and held it in 6 quarters.
  • Wiser Advisor Group's Accenture position peaked at $3.52K in Q4 2023.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.