LOPW
ACN icon

Live Oak Private Wealth’s Accenture ACN Stock Holding History

Live Oak Private Wealth’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 		$1.46M Buy
+11,772
New +$2.04M 0.18% 92
2026
Q1 		– Sell
-867
Closed -$233K – 208
2025
Q4 		$233K Buy
867
+20
+2% +$5.08K 0.03% 183
2025
Q3 		$209K Sell
847
-51
-6% -$13.3K 0.03% 182
2025
Q2 		$268K Sell
898
-9
-1% -$2.74K 0.04% 163
2025
Q1 		$283K Buy
907
+5
+0.6% +$1.77K 0.05% 152
2024
Q4 		$317K Buy
902
+58
+7% +$20.9K 0.05% 143
2024
Q3 		$298K Sell
844
-31
-4% -$10.2K 0.05% 144
2024
Q2 		$265K Buy
875
+7
+0.8% +$2.14K 0.05% 150
2024
Q1 		$301K Sell
868
-25
-3% -$9.11K 0.05% 134
2023
Q4 		$313K Sell
893
-16
-2% -$5.16K 0.06% 127
2023
Q3 		$279K Buy
909
+26
+3% +$8.19K 0.06% 127
2023
Q2 		$272K Buy
883
+74
+9% +$21.5K 0.05% 133
2023
Q1 		$231K Buy
+809
New +$221K 0.05% 143
2022
Q4 		– Sell
-784
Closed -$202K – 171
2022
Q3 		$202K Hold
784
– – 0.05% 162
2022
Q2 		$218K Buy
784
+20
+3% +$6.01K 0.05% 158
2022
Q1 		$258K Buy
764
+39
+5% +$13.2K 0.05% 152
2021
Q4 		$301K Sell
725
-2
-0.3% -$729 0.06% 154
2021
Q3 		$233K Buy
727
+22
+3% +$7.16K 0.05% 164
2021
Q2 		$208K Buy
+705
New +$202K 0.05% 155

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Live Oak Private Wealth's ACN Position: Q2 2026 in Review

Live Oak Private Wealth opened a new position in Accenture (ACN) in Q2 2026: 11,772 shares worth $1.46M. The stake represents 0.18% of the portfolio and ranks #92 among its holdings. This is a return to the name: Live Oak Private Wealth previously reported a position in ACN as recently as Q4 2025.

Live Oak Private Wealth first reported a position in ACN in Q2 2021 and has held it in 19 quarters since. 662 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Live Oak Private Wealth held 11,772 shares of Accenture worth $1.46M as of Q2 2026.
  • Accenture was a new Live Oak Private Wealth position in Q2 2026.
  • Accenture made up 0.18% of Live Oak Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Live Oak Private Wealth first reported a position in Accenture in Q2 2021 and has held it in 19 quarters since.
  • 662 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.