Lloyd Advisory Services’s Accenture ACN Stock Holding History

Lloyd Advisory Services’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	$3.5K	Sell	28 -9	-24%	-$1.56K	﹤0.01%	453
2026 Q1	$7.43K	Sell	37 -93	-72%	-$21.7K	﹤0.01%	511
2025 Q4	$34.9K	Buy	+130	New	+$33K	0.01%	268
2023 Q4	–	Sell	-10,914	Closed	-$3.35M	–	137
2023 Q3	$3.35M	Buy	+10,914	New	+$3.44M	1.1%	14
2022 Q2	–	Sell	-119	Closed	-$40K	–	72
2022 Q1	$40K	Buy	119 +83	+231%	+$28K	0.02%	256
2021 Q4	$15K	Hold	36	–	–	0.01%	309
2021 Q3	$12K	Sell	36 -4	-10%	-$1.3K	0.01%	287
2021 Q2	$12K	Buy	40 +5	+14%	+$1.43K	0.01%	264
2021 Q1	$10K	Hold	35	–	–	0.01%	238
2020 Q4	$9K	Hold	35	–	–	﹤0.01%	205
2020 Q3	$8K	Buy	35 +2	+6%	+$458	﹤0.01%	193
2020 Q2	$7K	Sell	33 -168	-84%	-$31.8K	﹤0.01%	191
2020 Q1	$33K	Sell	201 -1	-0.5%	-$193	0.02%	116
2019 Q4	$43K	Buy	+202	New	+$39.4K	0.04%	131

Other funds holding ACN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lloyd Advisory Services's ACN Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Accenture (ACN) stake by 24% in Q2 2026, selling an estimated $1.56K and leaving 28 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Lloyd Advisory Services first reported a position in ACN in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.35M in Q3 2023. 1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

Lloyd Advisory Services held 28 shares of Accenture worth $3.5K as of Q2 2026.
Lloyd Advisory Services sold 9 Accenture shares in Q2 2026, an estimated $1.56K.
Accenture made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #453 holding.
Lloyd Advisory Services first reported a position in Accenture in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's Accenture position peaked at $3.35M in Q3 2023.
1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.