Lantz Financial
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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
Q3 		$907K Sell
4,944
-3,448
-41% -$583K 0.17% 127
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lantz Financial's ACN Position: Q3 2026 in Review

Lantz Financial reduced its Accenture (ACN) stake by 41% in Q3 2026, selling an estimated $583K and leaving 4,944 shares worth $907K. The position accounts for 0.17% of the portfolio, ranked #127.

Lantz Financial first reported a position in ACN in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.82M in Q4 2025. 1,191 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Lantz Financial held 4,944 shares of Accenture worth $907K as of Q3 2026.
  • Lantz Financial sold 3,448 Accenture shares in Q3 2026, an estimated $583K.
  • Accenture made up 0.17% of Lantz Financial's portfolio in Q3 2026, its #127 holding.
  • Lantz Financial first reported a position in Accenture in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Accenture position peaked at $1.82M in Q4 2025.
  • 1,191 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.