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LifeSteps Financial’s Accenture ACN Stock Holding History

LifeSteps 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
Q2 		$2.74K Buy
+22
New +$3.82K ﹤0.01% 633
2024
Q2 		– Sell
-22
Closed -$7.63K – 87
2024
Q1 		$7.63K Buy
+22
New +$8.02K 0.01% 317

Other funds holding ACN

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

LifeSteps Financial's ACN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Accenture (ACN) in Q2 2026: 22 shares worth $2.74K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ACN as recently as Q1 2024.

LifeSteps Financial first reported a position in ACN in Q1 2024 and has held it in 2 quarters since. The position peaked at $7.63K in Q1 2024. 554 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • LifeSteps Financial held 22 shares of Accenture worth $2.74K as of Q2 2026.
  • Accenture was a new LifeSteps Financial position in Q2 2026.
  • Accenture made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #633 holding.
  • LifeSteps Financial first reported a position in Accenture in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Accenture position peaked at $7.63K in Q1 2024.
  • 554 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.