Lantz Financial’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.04M | Sell |
8,392
-508
| -6% | -$88.2K | 0.19% | 123 |
|
|
2026
Q1 | $1.76M | Buy |
8,900
+2,124
| +31% | +$495K | 0.36% | 75 |
|
|
2025
Q4 | $1.82M | Buy |
6,776
+1,830
| +37% | +$465K | 0.38% | 75 |
|
|
2025
Q3 | $1.22M | Buy |
4,946
+3,477
| +237% | +$907K | 0.27% | 99 |
|
|
2025
Q2 | $439K | Sell |
1,469
-69
| -4% | -$21K | 0.11% | 154 |
|
|
2025
Q1 | $480K | Sell |
1,538
-14
| -0.9% | -$4.94K | 0.13% | 141 |
|
|
2024
Q4 | $546K | Buy |
1,552
+25
| +2% | +$9K | 0.15% | 131 |
|
|
2024
Q3 | $540K | Buy |
1,527
+145
| +10% | +$47.7K | 0.15% | 132 |
|
|
2024
Q2 | $419K | Sell |
1,382
-69
| -5% | -$21.1K | 0.13% | 139 |
|
|
2024
Q1 | $503K | Buy |
1,451
+11
| +0.8% | +$4.01K | 0.16% | 128 |
|
|
2023
Q4 | $505K | Sell |
1,440
-655
| -31% | -$211K | 0.18% | 115 |
|
|
2023
Q3 | $643K | Buy |
2,095
+36
| +2% | +$11.3K | 0.26% | 92 |
|
|
2023
Q2 | $635K | Buy |
2,059
+54
| +3% | +$15.7K | 0.25% | 95 |
|
|
2023
Q1 | $573K | Sell |
2,005
-154
| -7% | -$42K | 0.24% | 96 |
|
|
2022
Q4 | $576K | Buy |
2,159
+8
| +0.4% | +$2.21K | 0.26% | 90 |
|
|
2022
Q3 | $553K | Sell |
2,151
-6
| -0.3% | -$1.73K | 0.29% | 83 |
|
|
2022
Q2 | $599K | Sell |
2,157
-10
| -0.5% | -$3K | 0.27% | 88 |
|
|
2022
Q1 | $731K | Sell |
2,167
-152
| -7% | -$51.3K | 0.3% | 87 |
|
|
2021
Q4 | $961K | Buy |
2,319
+8
| +0.3% | +$2.92K | 0.44% | 59 |
|
|
2021
Q3 | $739K | Sell |
2,311
-144
| -6% | -$46.8K | 0.38% | 71 |
|
|
2021
Q2 | $724K | Buy |
2,455
+11
| +0.5% | +$3.15K | 0.37% | 72 |
|
|
2021
Q1 | $675K | Sell |
2,444
-50
| -2% | -$12.9K | 0.38% | 63 |
|
|
2020
Q4 | $651K | Buy |
2,494
+144
| +6% | +$34.5K | 0.41% | 64 |
|
|
2020
Q3 | $531K | Buy |
2,350
+8
| +0.3% | +$1.83K | 0.36% | 68 |
|
|
2020
Q2 | $503K | Hold |
2,342
| – | – | 0.36% | 68 |
|
|
2020
Q1 | $382K | Hold |
2,342
| – | – | 0.3% | 77 |
|
|
2019
Q4 | $493K | Hold |
2,342
| – | – | 0.29% | 77 |
|
|
2019
Q3 | $433K | Buy |
2,342
+53
| +2% | +$10.3K | 0.29% | 82 |
|
|
2019
Q2 | $432K | Buy |
2,289
+144
| +7% | +$25.9K | 0.29% | 84 |
|
|
2019
Q1 | $378K | Buy |
+2,145
| New | +$337K | 0.27% | 82 |
|
Other funds holding ACN
Lantz Financial's ACN Position: Q2 2026 in Review
Lantz Financial reduced its Accenture (ACN) stake by 5.7% in Q2 2026, selling an estimated $88.2K and leaving 8,392 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #123.
Lantz Financial first reported a position in ACN in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.82M in Q4 2025. 1,902 funds tracked by Wall St. Rank hold ACN as of Q2 2026.
- Lantz Financial held 8,392 shares of Accenture worth $1.04M as of Q2 2026.
- Lantz Financial sold 508 Accenture shares in Q2 2026, an estimated $88.2K.
- Accenture made up 0.19% of Lantz Financial's portfolio in Q2 2026, its #123 holding.
- Lantz Financial first reported a position in Accenture in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's Accenture position peaked at $1.82M in Q4 2025.
- 1,902 funds tracked by Wall St. Rank held Accenture as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.