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
2019
Q4 		– Sell
-1,300
Closed -$4K – 1999
2019
Q3 		$4K Buy
+1,300
New +$252K ﹤0.01% 1929

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

Creative Planning's ACN Position: Q2 2026 in Review

Creative Planning increased its Accenture (ACN) stake by 49% in Q2 2026, buying an estimated $24.4M and bringing the position to 426,697 shares worth $53.1M. The position accounts for 0.03% of the portfolio, ranked #230.

Creative Planning first reported a position in ACN in Q2 2013 and has held it in 53 quarters since. The position peaked at $88.5M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Creative Planning held 426,697 shares of Accenture worth $53.1M as of Q2 2026.
  • Creative Planning bought 140,331 Accenture shares in Q2 2026, an estimated $24.4M.
  • Accenture made up 0.03% of Creative Planning's portfolio in Q2 2026, its #230 holding.
  • Creative Planning first reported a position in Accenture in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Accenture position peaked at $88.5M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.