Creative Planning
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Creative Planning’s Acacia Research ACTG Stock Holding History

Creative Planning’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,950
Closed -$101K – 4297
2026
Q1 		$101K Buy
+20,950
New +$88.3K ﹤0.01% 3901
2017
Q3 		– Sell
-2,640
Closed -$11K – 1899
2017
Q2 		$11K Sell
2,640
-907
-26% -$4.22K ﹤0.01% 3553
2017
Q1 		$20K Buy
3,547
+467
+15% +$2.73K ﹤0.01% 3123
2016
Q4 		$20K Hold
3,080
– – ﹤0.01% 3072
2016
Q3 		$20K Hold
3,080
– – ﹤0.01% 3055
2016
Q2 		$14K Hold
3,080
– – ﹤0.01% 3011
2016
Q1 		$12K Hold
3,080
– – ﹤0.01% 3092
2015
Q4 		$13K Hold
3,080
– – ﹤0.01% 3102
2015
Q3 		$28K Buy
+3,080
New +$27.7K ﹤0.01% 2463
2015
Q2 		– Sell
-2,877
Closed -$31K – 1124
2015
Q1 		$31K Buy
2,877
+430
+18% +$5.61K ﹤0.01% 2359
2014
Q4 		$41K Buy
+2,447
New +$42.4K ﹤0.01% 2134
2014
Q1 		– Sell
-950
Closed -$14K – 3611
2013
Q4 		$14K Buy
950
+850
+850% +$13.4K ﹤0.01% 2380
2013
Q3 		$2K Buy
+100
New +$2.29K ﹤0.01% 2964

Other funds holding ACTG

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's ACTG Position: Q2 2026 in Review

Creative Planning sold out of Acacia Research (ACTG) in Q2 2026, closing a stake of 20,950 shares — an estimated $101K sold.

Creative Planning first reported a position in ACTG in Q3 2013 and held it in 13 quarters. The position peaked at $101K in Q1 2026. 123 funds tracked by Wall St. Rank hold ACTG as of Q2 2026.

  • Creative Planning reported no remaining Acacia Research position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 20,950 Acacia Research shares in Q2 2026, an estimated $101K.
  • Creative Planning first reported a position in Acacia Research in Q3 2013 and held it in 13 quarters.
  • Creative Planning's Acacia Research position peaked at $101K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Acacia Research as of Q2 2026.

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