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Lord & Richards Wealth Management’s Accenture ACN Stock Holding History

Lord & Richards Wealth Management’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 		– Sell
-2,154
Closed -$427K – 50
2026
Q1 		$427K Sell
2,154
-40
-2% -$9.32K 0.37% 49
2025
Q4 		$589K Buy
2,194
+320
+17% +$81.3K 0.51% 43
2025
Q3 		$462K Buy
1,874
+589
+46% +$154K 0.42% 46
2025
Q2 		$384K Buy
1,285
+452
+54% +$138K 0.4% 50
2025
Q1 		$260K Buy
+833
New +$294K 0.29% 65

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lord & Richards Wealth Management's ACN Position: Q2 2026 in Review

Lord & Richards Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 2,154 shares — an estimated $427K sold.

Lord & Richards Wealth Management first reported a position in ACN in Q1 2025 and held it in 5 quarters. The position peaked at $589K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Lord & Richards Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,154 Accenture shares in Q2 2026, an estimated $427K.
  • Lord & Richards Wealth Management first reported a position in Accenture in Q1 2025 and held it in 5 quarters.
  • Lord & Richards Wealth Management's Accenture position peaked at $589K in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.