Creative Planning
ACN icon

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
2016
Q2 		– Sell
-200
Closed -$10K – 4335
2016
Q1 		$10K Buy
200
+100
+100% +$10.3K ﹤0.01% 3209
2015
Q4 		$4K Sell
100
-200
-67% -$21.1K ﹤0.01% 3759
2015
Q3 		$12K Buy
+300
New +$29.8K ﹤0.01% 3062
2014
Q4 		– Sell
-200
Closed -$5K – 4126
2014
Q3 		$5K Buy
+200
New +$16K ﹤0.01% 3264

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
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.