AE Wealth Management’s Aecom ACM Stock Holding History

AE Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,907	Closed	-$249K	–	2455
2025 Q3	$249K	Buy	+1,907	New	+$230K	﹤0.01%	1282
2025 Q1	–	Sell	-4,370	Closed	-$467K	–	2145
2024 Q4	$467K	Buy	4,370 +1,821	+71%	+$199K	﹤0.01%	935
2024 Q3	$263K	Buy	2,549 +48	+2%	+$4.51K	﹤0.01%	1077
2024 Q2	$220K	Buy	2,501 +221	+10%	+$20.2K	﹤0.01%	1132
2024 Q1	$224K	Sell	2,280 -795	-26%	-$71.9K	﹤0.01%	1059
2023 Q4	$275K	Buy	3,075 +451	+17%	+$38.3K	﹤0.01%	1755
2023 Q3	$218K	Buy	2,624 +242	+10%	+$20.9K	﹤0.01%	1756
2023 Q2	$202K	Buy	+2,382	New	+$195K	﹤0.01%	1748
2022 Q1	–	Sell	-2,887	Closed	-$223K	–	1660
2021 Q4	$223K	Sell	2,887 -322	-10%	-$22.6K	﹤0.01%	1567
2021 Q3	$203K	Buy	+3,209	New	+$204K	﹤0.01%	1523

Other funds holding ACM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM