Caldwell Investment Management’s Acadian Asset Management AAMI Stock Holding History

Caldwell Investment Management’s Portfolio AAMI Stock Details AAMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	+17,500	New	+$1.22M	0.82%	16

Other funds holding AAMI

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Caldwell Investment Management's AAMI Position: Q2 2026 in Review

Caldwell Investment Management opened a new position in Acadian Asset Management (AAMI) in Q2 2026: 17,500 shares worth $1.25M. The stake represents 0.82% of the portfolio and ranks #16 among its holdings.

303 funds tracked by Wall St. Rank hold AAMI as of Q2 2026.

Caldwell Investment Management held 17,500 shares of Acadian Asset Management worth $1.25M as of Q2 2026.
Acadian Asset Management was a new Caldwell Investment Management position in Q2 2026.
Acadian Asset Management made up 0.82% of Caldwell Investment Management's portfolio in Q2 2026, its #16 holding.
303 funds tracked by Wall St. Rank held Acadian Asset Management as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.