Clearstead Advisors’s ACV Auctions ACVA Stock Holding History

Clearstead Advisors’s Portfolio ACVA Stock Details ACVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.94K	Hold	1,400	–	–	﹤0.01%	1715
2025 Q4	$11.2K	Sell	1,400 -329	-19%	-$2.66K	﹤0.01%	1859
2025 Q3	$17.1K	Buy	1,729 +329	+24%	+$4.21K	﹤0.01%	1712
2025 Q2	$22.7K	Hold	1,400	–	–	﹤0.01%	1571
2025 Q1	$19.7K	Sell	1,400 -4	-0.3%	-$74	﹤0.01%	1430
2024 Q4	$30.3K	Buy	1,404 +4	+0.3%	+$81	﹤0.01%	1278
2024 Q3	$28.5K	Hold	1,400	–	–	﹤0.01%	1335
2024 Q2	$25.6K	Hold	1,400	–	–	﹤0.01%	1311
2024 Q1	$24.4K	Hold	1,400	–	–	﹤0.01%	909
2023 Q4	$21.2K	Sell	1,400 -1,400	-50%	-$20.5K	﹤0.01%	930
2023 Q3	$42.5K	Buy	2,800 +1,400	+100%	+$22.7K	﹤0.01%	903
2023 Q2	$24.2K	Hold	1,400	–	–	﹤0.01%	867
2023 Q1	$18.1K	Hold	1,400	–	–	﹤0.01%	866
2022 Q4	$11.5K	Hold	1,400	–	–	﹤0.01%	891
2022 Q3	$10K	Hold	1,400	–	–	﹤0.01%	883
2022 Q2	$9K	Buy	+1,400	New	+$14.4K	﹤0.01%	929

Other funds holding ACVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management

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