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LRI Investments’s Accenture ACN Stock Holding History

LRI Investments’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 		$1.02M Sell
8,217
-204
-2% -$35.4K 0.08% 124
2026
Q1 		$1.67M Sell
8,421
-2,424
-22% -$565K 0.15% 79
2025
Q4 		$2.91M Hold
10,845
– – 0.24% 48
2025
Q3 		$2.67M Sell
10,845
-159
-1% -$41.5K 0.22% 48
2025
Q2 		$3.29M Buy
11,004
+56
+0.5% +$17.1K 0.28% 39
2025
Q1 		$3.42M Sell
10,948
-3
-0% -$1.06K 0.33% 35
2024
Q4 		$3.85M Sell
10,951
-32
-0.3% -$11.5K 0.37% 25
2024
Q3 		$3.98M Buy
10,983
+1,396
+15% +$459K 0.39% 23
2024
Q2 		$2.91M Buy
9,587
+2,800
+41% +$858K 0.33% 26
2024
Q1 		$2.35M Buy
+6,787
New +$2.47M 0.59% 23

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

LRI Investments's ACN Position: Q2 2026 in Review

LRI Investments reduced its Accenture (ACN) stake by 2.4% in Q2 2026, selling an estimated $35.4K and leaving 8,217 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #124.

LRI Investments first reported a position in ACN in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.98M in Q3 2024. 1,900 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • LRI Investments held 8,217 shares of Accenture worth $1.02M as of Q2 2026.
  • LRI Investments sold 204 Accenture shares in Q2 2026, an estimated $35.4K.
  • Accenture made up 0.08% of LRI Investments's portfolio in Q2 2026, its #124 holding.
  • LRI Investments first reported a position in Accenture in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Accenture position peaked at $3.98M in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.