Creative Planning’s Accenture ACN Stock Holding History

Creative Planning’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 Q1	$56.8M	Sell	286,366 -14,199	-5%	-$3.31M	0.04%	198
2025 Q4	$80.6M	Buy	300,565 +47,723	+19%	+$12.1M	0.06%	141
2025 Q3	$62.4M	Sell	252,842 -10,592	-4%	-$2.76M	0.05%	159
2025 Q2	$78.7M	Buy	263,434 +7,647	+3%	+$2.33M	0.07%	119
2025 Q1	$79.8M	Buy	255,787 +4,287	+2%	+$1.51M	0.08%	111
2024 Q4	$88.5M	Buy	251,500 +3,776	+2%	+$1.36M	0.09%	101
2024 Q3	$87.6M	Buy	247,724 +12,993	+6%	+$4.27M	0.09%	100
2024 Q2	$71.2M	Buy	234,731 +10,559	+5%	+$3.23M	0.08%	107
2024 Q1	$77.7M	Buy	224,172 +13,164	+6%	+$4.8M	0.09%	101
2023 Q4	$74M	Sell	211,008 -49,132	-19%	-$15.8M	0.14%	97
2023 Q3	$79.9M	Buy	260,140 +45,882	+21%	+$14.5M	0.11%	91
2023 Q2	$66.1M	Buy	214,258 +10,199	+5%	+$2.96M	0.09%	101
2023 Q1	$58.3M	Sell	204,059 -315	-0.2%	-$85.9K	0.08%	100
2022 Q4	$54.5M	Buy	204,374 +13,814	+7%	+$3.82M	0.08%	107
2022 Q3	$49M	Buy	190,560 +10,245	+6%	+$2.96M	0.08%	97
2022 Q2	$50.1M	Buy	180,315 +6,701	+4%	+$2.01M	0.08%	105
2022 Q1	$58.5M	Buy	173,614 +78,052	+82%	+$26.3M	0.09%	98
2021 Q4	$39.6M	Buy	95,562 +8,154	+9%	+$2.97M	0.06%	115
2021 Q3	$28M	Sell	87,408 -1,076	-1%	-$350K	0.05%	145
2021 Q2	$26.1M	Sell	88,484 -10,924	-11%	-$3.13M	0.05%	151
2021 Q1	$27.5M	Buy	99,408 +7,108	+8%	+$1.84M	0.06%	136
2020 Q4	$24.1M	Buy	92,300 +21,234	+30%	+$5.09M	0.05%	144
2020 Q3	$16.1M	Buy	71,066 +10,054	+16%	+$2.3M	0.04%	162
2020 Q2	$13.1M	Sell	61,012 -2,489	-4%	-$471K	0.04%	162
2020 Q1	$10.4M	Sell	63,501 -3,770	-6%	-$726K	0.04%	166
2019 Q4	$14.2M	Buy	67,271 +1,899	+3%	+$370K	0.04%	151
2019 Q3	$12.6M	Buy	65,372 +5,443	+9%	+$1.05M	0.04%	155
2019 Q2	$11.1M	Buy	59,929 +2,738	+5%	+$492K	0.04%	167
2019 Q1	$10.1M	Sell	57,191 -4,685	-8%	-$736K	0.04%	161
2018 Q4	$8.72M	Buy	61,876 +8,047	+15%	+$1.27M	0.04%	166
2018 Q3	$9.16M	Sell	53,829 -602	-1%	-$100K	0.03%	174
2018 Q2	$8.9M	Buy	54,431 +14,851	+38%	+$2.31M	0.04%	169
2018 Q1	$6.08M	Sell	39,580 -1,968	-5%	-$312K	0.02%	208
2017 Q4	$6.36M	Buy	41,548 +1,011	+2%	+$147K	0.03%	195
2017 Q3	$5.47M	Buy	40,537 +3,234	+9%	+$421K	0.03%	221
2017 Q2	$4.61M	Sell	37,303 -1,769	-5%	-$216K	0.02%	233
2017 Q1	$4.68M	Sell	39,072 -2,562	-6%	-$306K	0.03%	216
2016 Q4	$4.88M	Buy	41,634 +474	+1%	+$56.3K	0.03%	208
2016 Q3	$5.03M	Buy	41,160 +19,819	+93%	+$2.26M	0.03%	197
2016 Q2	$2.42M	Buy	21,341 +586	+3%	+$68K	0.02%	298
2016 Q1	$2.4M	Sell	20,755 -429	-2%	-$44.1K	0.02%	280
2015 Q4	$2.21M	Sell	21,184 -2,565	-11%	-$271K	0.02%	284
2015 Q3	$2.33M	Buy	23,749 +594	+3%	+$58.9K	0.02%	268
2015 Q2	$2.24M	Sell	23,155 -157	-0.7%	-$15K	0.02%	272
2015 Q1	$2.18M	Buy	23,312 +1,750	+8%	+$156K	0.02%	264
2014 Q4	$1.93M	Sell	21,562 -1,307	-6%	-$109K	0.02%	285
2014 Q3	$1.86M	Buy	22,869 +987	+5%	+$79.1K	0.02%	257
2014 Q2	$1.77M	Buy	21,882 +1,607	+8%	+$129K	0.02%	252
2014 Q1	$1.62M	Sell	20,275 -358	-2%	-$29.4K	0.02%	243
2013 Q4	$1.7M	Sell	20,633 -795	-4%	-$60.1K	0.03%	208
2013 Q3	$1.58M	Sell	21,428 -42	-0.2%	-$3.11K	0.03%	188
2013 Q2	$1.54M	Buy	+21,470	New	+$1.71M	0.04%	168

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's ACN Position: Q1 2026 in Review

Creative Planning reduced its Accenture (ACN) stake by 4.7% in Q1 2026, selling an estimated $3.31M and leaving 286,366 shares worth $56.8M. The position accounts for 0.04% of the portfolio, ranked #198.

Creative Planning first reported a position in ACN in Q2 2013 and has held it in 52 quarters since. The position peaked at $88.5M in Q4 2024. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Creative Planning held 286,366 shares of Accenture worth $56.8M as of Q1 2026.
Creative Planning sold 14,199 Accenture shares in Q1 2026, an estimated $3.31M.
Accenture made up 0.04% of Creative Planning's portfolio in Q1 2026, its #198 holding.
Creative Planning first reported a position in Accenture in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Accenture position peaked at $88.5M in Q4 2024.
2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.