LVW Advisors
ACN icon

LVW Advisors’s Accenture ACN Stock Holding History

LVW Advisors’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 		$730K Buy
3,982
+1,777
+81% +$300K 0.06% 196
2026
Q2 		$274K Buy
2,205
+44
+2% +$7.64K 0.02% 369
2026
Q1 		$429K Buy
2,161
+572
+36% +$133K 0.04% 242
2025
Q4 		$426K Buy
1,589
+709
+81% +$180K 0.04% 218
2025
Q3 		$217K Sell
880
-16
-2% -$4.17K 0.02% 328
2025
Q2 		$268K Sell
896
-34
-4% -$10.4K 0.03% 280
2025
Q1 		$290K Sell
930
-11
-1% -$3.88K 0.03% 240
2024
Q4 		$331K Buy
941
+66
+8% +$23.8K 0.04% 232
2024
Q3 		$309K Sell
875
-86
-9% -$28.3K 0.04% 235
2024
Q2 		$292K Sell
961
-176
-15% -$53.9K 0.04% 236
2024
Q1 		$394K Buy
1,137
+88
+8% +$32.1K 0.07% 196
2023
Q4 		$368K Buy
1,049
+146
+16% +$47.1K 0.07% 182
2023
Q3 		$277K Buy
903
+223
+33% +$70.3K 0.06% 180
2023
Q2 		$210K Sell
680
-31
-4% -$9.01K 0.04% 191
2023
Q1 		$203K Buy
+711
New +$194K 0.04% 224
2022
Q3 		– Sell
-776
Closed -$215K – 220
2022
Q2 		$215K Sell
776
-16
-2% -$4.81K 0.04% 218
2022
Q1 		$267K Buy
792
+40
+5% +$13.5K 0.05% 204
2021
Q4 		$312K Hold
752
– – 0.05% 191
2021
Q3 		$241K Hold
752
– – 0.04% 216
2021
Q2 		$222K Sell
752
-95
-11% -$27.2K 0.04% 210
2021
Q1 		$234K Buy
+847
New +$219K 0.04% 193

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

LVW Advisors's ACN Position: Q3 2026 in Review

LVW Advisors increased its Accenture (ACN) stake by 81% in Q3 2026, buying an estimated $300K and bringing the position to 3,982 shares worth $730K. The position accounts for 0.06% of the portfolio, ranked #196.

LVW Advisors first reported a position in ACN in Q1 2021 and has held it in 21 quarters since. 1,162 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • LVW Advisors held 3,982 shares of Accenture worth $730K as of Q3 2026.
  • LVW Advisors bought 1,777 Accenture shares in Q3 2026, an estimated $300K.
  • Accenture made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #196 holding.
  • LVW Advisors first reported a position in Accenture in Q1 2021 and has held it in 21 quarters since.
  • 1,162 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.