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LGT Financial Advisors’s Accenture ACN Stock Holding History

LGT Financial 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
Q3 		– Sell
-21
Closed -$6.28K – 384
2025
Q2 		$6.28K Buy
+21
New +$6.4K 0.02% 263
2025
Q1 		– Sell
-695
Closed -$244K – 304
2024
Q4 		$244K Buy
+695
New +$250K 0.54% 34
2023
Q4 		– Sell
-8
Closed -$2.46K – 845
2023
Q3 		$2.46K Sell
8
-2,526
-100% -$796K ﹤0.01% 783
2023
Q2 		$782K Buy
+2,534
New +$736K 0.83% 40

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's ACN Position: Q3 2025 in Review

LGT Financial Advisors sold out of Accenture (ACN) in Q3 2025, closing a stake of 21 shares — an estimated $6.28K sold.

LGT Financial Advisors first reported a position in ACN in Q2 2023 and held it in 4 quarters. The position peaked at $782K in Q2 2023. 2,222 funds tracked by Wall St. Rank hold ACN as of Q3 2025.

  • LGT Financial Advisors reported no remaining Accenture position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 21 Accenture shares in Q3 2025, an estimated $6.28K.
  • LGT Financial Advisors first reported a position in Accenture in Q2 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Accenture position peaked at $782K in Q2 2023.
  • 2,222 funds tracked by Wall St. Rank held Accenture as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.