LGA
ACN icon

Lebenthal Global Advisors’s Accenture ACN Stock Holding History

Lebenthal Global 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
2025
Q1 		– Sell
-956
Closed -$336K – 175
2024
Q4 		$336K Buy
+956
New +$344K 0.06% 163
2024
Q3 		– Sell
-2,088
Closed -$634K – 183
2024
Q2 		$634K Buy
2,088
+221
+12% +$67.7K 0.14% 93
2024
Q1 		$647K Buy
1,867
+145
+8% +$52.9K 0.14% 92
2023
Q4 		$604K Buy
1,722
+1,051
+157% +$339K 0.14% 95
2023
Q3 		$206K Buy
+671
New +$211K 0.06% 118
2021
Q1 		– Sell
-425
Closed -$111K – 138
2020
Q4 		$111K Buy
+425
New +$102K 0.08% 166

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lebenthal Global Advisors's ACN Position: Q1 2025 in Review

Lebenthal Global Advisors sold out of Accenture (ACN) in Q1 2025, closing a stake of 956 shares — an estimated $336K sold.

Lebenthal Global Advisors first reported a position in ACN in Q4 2020 and held it in 6 quarters. The position peaked at $647K in Q1 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • Lebenthal Global Advisors reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 956 Accenture shares in Q1 2025, an estimated $336K.
  • Lebenthal Global Advisors first reported a position in Accenture in Q4 2020 and held it in 6 quarters.
  • Lebenthal Global Advisors's Accenture position peaked at $647K in Q1 2024.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on Lebenthal Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.