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Arax Advisory Partners’s Ameresco AMRC Stock Holding History

Arax Advisory Partners’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.63K Buy
+349
New +$10.1K ﹤0.01% 4352
2026
Q1 		– Sell
-143
Closed -$4.19K – 3794
2025
Q4 		$4.19K Sell
143
-317
-69% -$11.1K ﹤0.01% 2949
2025
Q3 		$15.4K Buy
460
+400
+667% +$9.15K ﹤0.01% 2390
2025
Q2 		$912 Buy
+60
New +$785 ﹤0.01% 2804

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Arax Advisory Partners's AMRC Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Ameresco (AMRC) in Q2 2026: 349 shares worth $9.63K. The stake represents ﹤0.01% of the portfolio and ranks #4352 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in AMRC as recently as Q4 2025.

Arax Advisory Partners first reported a position in AMRC in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Arax Advisory Partners held 349 shares of Ameresco worth $9.63K as of Q2 2026.
  • Ameresco was a new Arax Advisory Partners position in Q2 2026.
  • Ameresco made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4352 holding.
  • Arax Advisory Partners first reported a position in Ameresco in Q2 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Ameresco position peaked at $15.4K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.