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ACN icon

LGL Partners’s Accenture ACN Stock Holding History

LGL Partners’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
-923
Closed -$325K – 55
2024
Q4 		$325K Buy
923
+16
+2% +$5.76K 0.05% 87
2024
Q3 		$320K Sell
907
-65
-7% -$21.4K 0.05% 88
2024
Q2 		$295K Buy
972
+187
+24% +$57.3K 0.04% 88
2024
Q1 		$272K Sell
785
-580
-42% -$211K 0.05% 85
2023
Q4 		$479K Sell
1,365
-204
-13% -$65.8K 0.07% 70
2023
Q3 		$482K Hold
1,569
– – 0.08% 69
2023
Q2 		$484K Buy
1,569
+320
+26% +$93K 0.08% 68
2023
Q1 		$357K Hold
1,249
– – 0.06% 75
2022
Q4 		$333K Sell
1,249
-1,195
-49% -$331K 0.06% 72
2022
Q3 		$629K Buy
2,444
+1,177
+93% +$340K 0.13% 47
2022
Q2 		$352K Buy
1,267
+167
+15% +$50.2K 0.06% 72
2022
Q1 		$371K Buy
1,100
+225
+26% +$75.9K 0.05% 72
2021
Q4 		$363K Buy
875
+125
+17% +$45.6K 0.04% 75
2021
Q3 		$240K Sell
750
-67
-8% -$21.8K 0.15% 79
2021
Q2 		$241K Buy
817
+12
+1% +$3.44K 0.14% 77
2021
Q1 		$222K Buy
+805
New +$208K 0.13% 85

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

LGL Partners's ACN Position: Q1 2025 in Review

LGL Partners sold out of Accenture (ACN) in Q1 2025, closing a stake of 923 shares — an estimated $325K sold.

LGL Partners first reported a position in ACN in Q1 2021 and held it in 16 quarters. The position peaked at $629K in Q3 2022. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.

  • LGL Partners reported no remaining Accenture position as of Q1 2025 after selling out during the quarter.
  • LGL Partners sold 923 Accenture shares in Q1 2025, an estimated $325K.
  • LGL Partners first reported a position in Accenture in Q1 2021 and held it in 16 quarters.
  • LGL Partners's Accenture position peaked at $629K in Q3 2022.
  • 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.