Polen Capital trim Accenture PLC (1)
Polen Capital trim $607.1M of disclosed value in Accenture PLC (1).
Signal
Investor Move
Action
Trim
Capital
$607.1M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Sep 30, 2025
Total Changes
292
New
52
Reduced/Sold
150
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | New | $1.5B | 0.05% |
| NVDA | NVIDIA Corporation | Increased | $1.2B | 0.04% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $55.5M | 0.03% |
| ADBE | Adobe Inc. | Reduced | $655.1M | 0.02% |
| AMZN | Amazon.com, Inc. | Reduced | $2.5B | 0.02% |
| BSX | Boston Scientific Corporation | New | $546.6M | 0.02% |
| NFLX | Netflix, Inc. | Reduced | $574.1M | 0.02% |
| SNPS | Synopsys, Inc. | New | $515.5M | 0.02% |
| V.BA | Visa Inc. | Reduced | $1.5B | 0.02% |
| 9066101 | AIRBNB INC | Reduced | $482.6M | 0.02% |
| 2824100 | ABBOTT LABS | Reduced | $993.9M | 0.01% |
| INTU | Intuit Inc. | New | $451.9M | 0.01% |
| UBER | Uber Technologies, Inc. | Increased | $447.8M | 0.01% |
| WDAY | Workday, Inc. | Reduced | $448.3M | 0.01% |
| IT | Gartner, Inc. | Reduced | $2.4M | 0.01% |
| ACN | Accenture plc | Reduced | $607.1M | 0.01% |
| ZTS | Zoetis Inc. | Reduced | $1.1B | 0.01% |
| NOW | ServiceNow, Inc. | Reduced | $1B | 0.01% |
| SBUX | Starbucks Corporation | Reduced | $751.3M | 0% |
| MA.BA | Mastercard Incorporated | Reduced | $1.6B | 0% |