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Capital Advisors Ltd’s Acacia Research ACTG Stock Holding History

Capital Advisors Ltd’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28K Hold
6,000
– – ﹤0.01% 614
2026
Q1 		$29K Sell
6,000
-2,000
-25% -$8.43K ﹤0.01% 600
2025
Q4 		$30K Hold
8,000
– – ﹤0.01% 583
2025
Q3 		$26K Hold
8,000
– – ﹤0.01% 594
2025
Q2 		$29K Buy
+8,000
New +$27.5K ﹤0.01% 564

Other funds holding ACTG

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's ACTG Position: Q2 2026 in Review

Capital Advisors Ltd held its Acacia Research (ACTG) position steady in Q2 2026 at 6,000 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Capital Advisors Ltd first reported a position in ACTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $30K in Q4 2025. 10 funds tracked by Wall St. Rank hold ACTG as of Q2 2026.

  • Capital Advisors Ltd held 6,000 shares of Acacia Research worth $28K as of Q2 2026.
  • Capital Advisors Ltd left its Acacia Research share count unchanged in Q2 2026.
  • Acacia Research made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #614 holding.
  • Capital Advisors Ltd first reported a position in Acacia Research in Q2 2025 and has held it in 5 quarters since.
  • Capital Advisors Ltd's Acacia Research position peaked at $30K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Acacia Research as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.