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Congress Asset Management’s ACV Auctions ACVA Stock Holding History

Congress Asset Management’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
Q2 		$3.86M Buy
536,841
+89,297
+20% +$506K 0.02% 260
2026
Q1 		$1.9M Buy
447,544
+58,886
+15% +$386K 0.01% 308
2025
Q4 		$3.12M Buy
388,658
+8,620
+2% +$69.7K 0.02% 257
2025
Q3 		$3.77M Buy
380,038
+2,975
+0.8% +$38.1K 0.03% 244
2025
Q2 		$6.12M Sell
377,063
-1,574
-0.4% -$24.5K 0.04% 216
2025
Q1 		$5.33M Sell
378,637
-25,398
-6% -$468K 0.04% 222
2024
Q4 		$8.73M Sell
404,035
-59,847
-13% -$1.21M 0.06% 201
2024
Q3 		$9.43M Sell
463,882
-3,584
-0.8% -$66.1K 0.06% 192
2024
Q2 		$8.53M Sell
467,466
-15,415
-3% -$277K 0.06% 196
2024
Q1 		$9.06M Buy
482,881
+86,525
+22% +$1.35M 0.06% 186
2023
Q4 		$6M Buy
396,356
+26,915
+7% +$394K 0.05% 223
2023
Q3 		$5.61M Buy
+369,441
New +$6M 0.05% 207

Other funds holding ACVA

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return