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CreativeOne Wealth’s Accenture ACN Stock Holding History

CreativeOne Wealth’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 		$2.8M Sell
14,132
-1,634
-10% -$381K 0.07% 279
2025
Q4 		$4.23M Buy
15,766
+5,616
+55% +$1.43M 0.1% 177
2025
Q3 		$2.5M Sell
10,150
-3,322
-25% -$866K 0.06% 288
2025
Q2 		$4.03M Buy
13,472
+7,949
+144% +$2.42M 0.11% 177
2025
Q1 		$1.72M Buy
5,523
+329
+6% +$116K 0.05% 332
2024
Q4 		$1.83M Buy
5,194
+623
+14% +$224K 0.06% 308
2024
Q3 		$1.62M Buy
4,571
+442
+11% +$145K 0.05% 309
2024
Q2 		$1.25M Sell
4,129
-429
-9% -$131K 0.06% 275
2024
Q1 		$1.58M Buy
4,558
+306
+7% +$112K 0.06% 273
2023
Q4 		$1.49M Sell
4,252
-730
-15% -$235K 0.1% 194
2023
Q3 		$1.53M Sell
4,982
-3,970
-44% -$1.25M 0.11% 180
2023
Q2 		$2.76M Buy
8,952
+4,753
+113% +$1.38M 0.13% 143
2023
Q1 		$1.2M Sell
4,199
-854
-17% -$233K 0.06% 273
2022
Q4 		$1.35M Sell
5,053
-2,021
-29% -$559K 0.07% 236
2022
Q3 		$1.82M Buy
7,074
+1,949
+38% +$563K 0.11% 164
2022
Q2 		$1.42M Sell
5,125
-202
-4% -$60.7K 0.08% 202
2022
Q1 		$1.8M Buy
5,327
+114
+2% +$38.4K 0.09% 180
2021
Q4 		$2.16M Sell
5,213
-7
-0.1% -$2.55K 0.11% 172
2021
Q3 		$1.67M Buy
5,220
+1,570
+43% +$511K 0.1% 176
2021
Q2 		$1.08M Buy
3,650
+205
+6% +$58.7K 0.07% 243
2021
Q1 		$952K Buy
3,445
+46
+1% +$11.9K 0.07% 210
2020
Q4 		$888K Buy
3,399
+1,338
+65% +$321K 0.07% 196
2020
Q3 		$466K Sell
2,061
-4
-0.2% -$916 0.06% 174
2020
Q2 		$443K Buy
2,065
+35
+2% +$6.62K 0.07% 164
2020
Q1 		$331K Buy
+2,030
New +$391K 0.06% 141

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

CreativeOne Wealth's ACN Position: Q1 2026 in Review

CreativeOne Wealth reduced its Accenture (ACN) stake by 10% in Q1 2026, selling an estimated $381K and leaving 14,132 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #279.

CreativeOne Wealth first reported a position in ACN in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.23M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • CreativeOne Wealth held 14,132 shares of Accenture worth $2.8M as of Q1 2026.
  • CreativeOne Wealth sold 1,634 Accenture shares in Q1 2026, an estimated $381K.
  • Accenture made up 0.07% of CreativeOne Wealth's portfolio in Q1 2026, its #279 holding.
  • CreativeOne Wealth first reported a position in Accenture in Q1 2020 and has held it in 25 quarters since.
  • CreativeOne Wealth's Accenture position peaked at $4.23M in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.