Plancorp LLC
ACN icon

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
Q3 		$405K Buy
+1,569
New +$265K 0.01% 312
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% +$30.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Plancorp LLC's ACN Position: Q3 2026 in Review

Plancorp LLC opened a new position in Accenture (ACN) in Q3 2026: 1,569 shares worth $405K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in ACN as recently as Q4 2025.

Plancorp LLC first reported a position in ACN in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.21M in Q3 2025. 1,357 funds tracked by Wall St. Rank hold ACN as of Q3 2026.

  • Plancorp LLC held 1,569 shares of Accenture worth $405K as of Q3 2026.
  • Accenture was a new Plancorp LLC position in Q3 2026.
  • Accenture made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #312 holding.
  • Plancorp LLC first reported a position in Accenture in Q1 2021 and has held it in 17 quarters since.
  • Plancorp LLC's Accenture position peaked at $1.21M in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Accenture as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.