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
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 $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Creative Planning's ACTG Position: Q1 2026 in Review

Creative Planning opened a new position in Acacia Research (ACTG) in Q1 2026: 20,950 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #3901 among its holdings. This is a return to the name: Creative Planning previously reported a position in ACTG as recently as Q2 2017.

Creative Planning first reported a position in ACTG in Q3 2013 and has held it in 13 quarters since. 118 funds tracked by Wall St. Rank hold ACTG as of Q1 2026.

  • Creative Planning held 20,950 shares of Acacia Research worth $101K as of Q1 2026.
  • Acacia Research was a new Creative Planning position in Q1 2026.
  • Acacia Research made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3901 holding.
  • Creative Planning first reported a position in Acacia Research in Q3 2013 and has held it in 13 quarters since.
  • 118 funds tracked by Wall St. Rank held Acacia Research as of Q1 2026.

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