Creative Planning

Position in ACN — Accenture plc

CIK 1540235 OVERLAND PARK, KS

Position in ACN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$56,783,513

-$23,858,075 QoQ

Shares Held

286,366

-4.7% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.2835542052974351.ToString("F0")% Shared 0.ToString("F0")% None 99.71644579470257.ToString("F0")%

Technology · as of Mar 31, 2026

Creative Planning holds $377,822,123 across 42 Information Technology Services names. ACN ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	497,961	$120,700,766
2	ACN	Accenture plc This page	286,366	$56,783,513
3	CACI	Caci International Inc /De/	85,801	$46,664,589
4	JKHY	Jack Henry & Associates Inc	105,292	$16,640,347
5	WIT	Wipro Ltd	7,047,600	$14,940,911
6	FIS	Fidelity National Information Services, Inc.	292,721	$13,731,541
7	LDOS	Leidos Holdings, Inc.	83,889	$13,046,417
8	INFY	Infosys Ltd	827,080	$11,173,850

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,783,513	286,366	-4.7%	Shares	Defined	2026-05-12
2025-12-31	$80,641,588	300,565	+18.9%	Shares	Sole	2026-02-17
2025-09-30	$62,350,837	252,842	-4.0%	Shares	Sole	2025-11-14
2025-06-30	$78,737,787	263,434	+3.0%	Shares	Sole	2025-08-08
2025-03-31	$79,815,775	255,787	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$88,475,184	251,500	+1.5%	Shares	Defined	2025-02-14
2024-09-30	$87,565,479	247,724	+5.5%	Shares	Defined	2024-10-11
2024-06-30	$71,219,719	234,731	+4.7%	Shares	Defined	2024-08-15
2024-03-31	$77,700,256	224,172	+6.2%	Shares	Sole	2024-05-13
2023-12-31	$74,044,816	211,008	-18.9%	Shares	Defined	2024-02-14
2023-09-30	$79,891,595	260,140	+21.4%	Shares	Defined	2023-11-16
2023-06-30	$66,115,733	214,258	+5.0%	Shares	Sole	2023-07-21
2023-03-31	$58,322,102	204,059	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$54,535,158	204,374	+7.2%	Shares	Sole	2023-02-10
2022-09-30	$49,031,088	190,560	+5.7%	Shares	Sole	2022-11-03
2022-06-30	$50,064,459	180,315	+3.9%	Shares	Sole	2022-08-15
2022-03-31	$58,547,849	173,614	+81.7%	Shares	Sole	2022-05-16
2021-12-31	$39,615,227	95,562	+9.3%	Shares	Sole	2022-02-11
2021-09-30	$27,963,567	87,408	-1.2%	Shares	Sole	2021-11-10
2021-06-30	$26,084,197	88,484	-11.0%	Shares	Sole	2021-08-04
2021-03-31	$27,461,460	99,408	+7.7%	Shares	Sole	2021-04-30
2020-12-31	$24,109,683	92,300	+29.9%	Shares	Sole	2021-01-29
2020-09-30	$16,060,205	71,066	+16.5%	Shares	Sole	2020-11-05
2020-06-30	$13,100,496	61,012	-3.9%	Shares	Sole	2020-07-23
2020-03-31	$10,367,173	63,501	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.