Live Oak Private Wealth
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
Q3 		$1.64M Sell
8,964
-2,808
-24% -$475K 0.2% 89
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Live Oak Private Wealth's ACN Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Accenture (ACN) stake by 24% in Q3 2026, selling an estimated $475K and leaving 8,964 shares worth $1.64M. The position accounts for 0.2% of the portfolio, ranked #89.

Live Oak Private Wealth first reported a position in ACN in Q2 2021 and has held it in 20 quarters since. 1,162 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Live Oak Private Wealth held 8,964 shares of Accenture worth $1.64M as of Q3 2026.
  • Live Oak Private Wealth sold 2,808 Accenture shares in Q3 2026, an estimated $475K.
  • Accenture made up 0.2% of Live Oak Private Wealth's portfolio in Q3 2026, its #89 holding.
  • Live Oak Private Wealth first reported a position in Accenture in Q2 2021 and has held it in 20 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.