PL
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Plancorp LLC’s Accenture ACN Stock Holding History

Plancorp LLC’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 		– Sell
-1,226
Closed -$329K – 379
2025
Q4 		$329K Sell
1,226
-3,683
-75% -$936K 0.01% 272
2025
Q3 		$1.21M Buy
4,909
+2,974
+154% +$775K 0.04% 144
2025
Q2 		$578K Buy
1,935
+447
+30% +$136K 0.02% 204
2025
Q1 		$464K Sell
1,488
-189
-11% -$66.7K 0.02% 218
2024
Q4 		$590K Buy
1,677
+137
+9% +$49.3K 0.02% 172
2024
Q3 		$544K Buy
1,540
+58
+4% +$19.1K 0.02% 183
2024
Q2 		$450K Sell
1,482
-108
-7% -$33.1K 0.02% 193
2024
Q1 		$551K Buy
1,590
+414
+35% +$151K 0.02% 165
2023
Q4 		$413K Buy
1,176
+118
+11% +$38K 0.02% 184
2023
Q3 		$325K Buy
1,058
+115
+12% +$36.2K 0.02% 195
2023
Q2 		$291K Buy
943
+98
+12% +$28.5K 0.02% 201
2023
Q1 		$241K Buy
+845
New +$230K 0.01% 224
2022
Q2 		– Sell
-627
Closed -$211K – 245
2022
Q1 		$211K Sell
627
-176
-22% -$59.4K 0.01% 230
2021
Q4 		$333K Buy
803
+83
+12% +$30.3K 0.02% 184
2021
Q3 		$230K Buy
+720
New +$234K 0.02% 216
2021
Q2 		– Sell
-763
Closed -$211K – 220
2021
Q1 		$211K Buy
+763
New +$197K 0.05% 195

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plancorp LLC's ACN Position: Q1 2026 in Review

Plancorp LLC sold out of Accenture (ACN) in Q1 2026, closing a stake of 1,226 shares — an estimated $329K sold.

Plancorp LLC first reported a position in ACN in Q1 2021 and held it in 16 quarters. The position peaked at $1.21M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Plancorp LLC reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Plancorp LLC sold 1,226 Accenture shares in Q1 2026, an estimated $329K.
  • Plancorp LLC first reported a position in Accenture in Q1 2021 and held it in 16 quarters.
  • Plancorp LLC's Accenture position peaked at $1.21M in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Plancorp LLC's 13F filing for Q1 2026, filed 14 Apr 2026.