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Lantz Financial’s Accenture ACN Stock Holding History

Lantz Financial’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 		$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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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. 761 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.
  • 761 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.