Lantern Wealth Advisors’s Accenture ACN Stock Holding History

Lantern Wealth Advisors’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
2026 Q2	$467K	Sell	3,750 -1,040	-22%	-$181K	0.21%	109
2026 Q1	$950K	Buy	4,790 +207	+5%	+$48.2K	0.49%	55
2025 Q4	$1.23M	Sell	4,583 -2,025	-31%	-$514K	0.65%	37
2025 Q3	$1.63M	Buy	6,608 +1,900	+40%	+$495K	0.86%	28
2025 Q2	$1.41M	Buy	+4,708	New	+$1.43M	0.84%	36
2024 Q4	$1.55M	Sell	4,400 -11	-0.2%	-$3.96K	1%	30
2024 Q3	$1.56M	Buy	4,411 +298	+7%	+$98K	1.08%	24
2024 Q2	$1.25M	Buy	4,113 +1	+0%	+$306	0.9%	32
2024 Q1	$1.43M	Buy	4,112 +1,101	+37%	+$401K	1%	27
2023 Q4	$1.06M	Buy	+3,011	New	+$971K	0.83%	33

Other funds holding ACN

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lantern Wealth Advisors's ACN Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Accenture (ACN) stake by 22% in Q2 2026, selling an estimated $181K and leaving 3,750 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #109.

Lantern Wealth Advisors first reported a position in ACN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q3 2025. 761 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Lantern Wealth Advisors held 3,750 shares of Accenture worth $467K as of Q2 2026.
Lantern Wealth Advisors sold 1,040 Accenture shares in Q2 2026, an estimated $181K.
Accenture made up 0.21% of Lantern Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Lantern Wealth Advisors first reported a position in Accenture in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Accenture position peaked at $1.63M in Q3 2025.
761 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.