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Lee Financial’s Accenture ACN Stock Holding History

Lee 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
2025
Q2 		– Sell
-875
Closed -$273K – 146
2025
Q1 		$273K Sell
875
-105
-11% -$37.1K 0.04% 126
2024
Q4 		$345K Buy
+980
New +$353K 0.05% 136
2024
Q3 		– Sell
-775
Closed -$235K – 184
2024
Q2 		$235K Buy
+775
New +$237K 0.04% 128
2024
Q1 		– Sell
-35
Closed -$12.3K – 152
2023
Q4 		$12.3K Hold
35
– – ﹤0.01% 394
2023
Q3 		$10.7K Buy
+35
New +$11K ﹤0.01% 400
2023
Q2 		– Sell
-41
Closed -$11.7K – 793
2023
Q1 		$11.7K Buy
41
+3
+8% +$818 ﹤0.01% 388
2022
Q4 		$10.1K Sell
38
-10
-21% -$2.77K ﹤0.01% 460
2022
Q3 		$13K Buy
48
+6
+14% +$1.73K ﹤0.01% 392
2022
Q2 		$12K Buy
+42
New +$12.6K ﹤0.01% 412
2021
Q2 		– Sell
-19
Closed -$5K – 663
2021
Q1 		$5K Hold
19
– – ﹤0.01% 426
2020
Q4 		$5K Hold
19
– – ﹤0.01% 420
2020
Q3 		$4K Hold
19
– – ﹤0.01% 469
2020
Q2 		$4K Hold
19
– – ﹤0.01% 438
2020
Q1 		$3K Hold
19
– – ﹤0.01% 401
2019
Q4 		$4K Hold
19
– – ﹤0.01% 419
2019
Q3 		$4K Hold
19
– – ﹤0.01% 429
2019
Q2 		$4K Hold
19
– – ﹤0.01% 433
2019
Q1 		$3K Buy
+19
New +$2.98K ﹤0.01% 441
2018
Q3 		– Sell
-92
Closed -$15K – 460
2018
Q2 		$15K Hold
92
– – ﹤0.01% 397
2018
Q1 		$14K Buy
+92
New +$14.6K ﹤0.01% 410

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lee Financial's ACN Position: Q2 2025 in Review

Lee Financial sold out of Accenture (ACN) in Q2 2025, closing a stake of 875 shares — an estimated $273K sold.

Lee Financial first reported a position in ACN in Q1 2018 and held it in 20 quarters. The position peaked at $345K in Q4 2024. 2,370 funds tracked by Wall St. Rank hold ACN as of Q2 2025.

  • Lee Financial reported no remaining Accenture position as of Q2 2025 after selling out during the quarter.
  • Lee Financial sold 875 Accenture shares in Q2 2025, an estimated $273K.
  • Lee Financial first reported a position in Accenture in Q1 2018 and held it in 20 quarters.
  • Lee Financial's Accenture position peaked at $345K in Q4 2024.
  • 2,370 funds tracked by Wall St. Rank held Accenture as of Q2 2025.

Based on Lee Financial's 13F filing for Q2 2025, filed 24 Jul 2025.