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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
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

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LVW Advisors's ACN Position: Q2 2026 in Review

LVW Advisors increased its Accenture (ACN) stake by 2% in Q2 2026, buying an estimated $7.64K and bringing the position to 2,205 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #369.

LVW Advisors first reported a position in ACN in Q1 2021 and has held it in 20 quarters since. The position peaked at $429K in Q1 2026. 761 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • LVW Advisors held 2,205 shares of Accenture worth $274K as of Q2 2026.
  • LVW Advisors bought 44 Accenture shares in Q2 2026, an estimated $7.64K.
  • Accenture made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #369 holding.
  • LVW Advisors first reported a position in Accenture in Q1 2021 and has held it in 20 quarters since.
  • LVW Advisors's Accenture position peaked at $429K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.