Cornerstone Planning Group’s ACV Auctions ACVA Stock Holding History

Cornerstone Planning Group’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	$545	Buy	71 +62	+689%	+$351	﹤0.01%	1670
2026 Q1	$49	Hold	9	–	–	﹤0.01%	1808
2025 Q4	$72	Sell	9 -133	-94%	-$1.08K	﹤0.01%	1674
2025 Q3	$48.2K	Buy	142 +133	+1,478%	+$1.7K	0.01%	355
2025 Q2	$127	Hold	9	–	–	﹤0.01%	1483
2025 Q1	$130	Hold	9	–	–	﹤0.01%	1488
2024 Q4	$190	Hold	9	–	–	﹤0.01%	1327
2024 Q3	$160	Hold	9	–	–	﹤0.01%	1238
2024 Q2	$137	Hold	9	–	–	﹤0.01%	1194
2024 Q1	$161	Hold	9	–	–	﹤0.01%	1024
2023 Q4	$136	Hold	9	–	–	﹤0.01%	887
2023 Q3	$137	Buy	+9	New	+$146	﹤0.01%	1063

Other funds holding ACVA

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

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Cornerstone Planning Group's ACVA Position: Q2 2026 in Review

Cornerstone Planning Group increased its ACV Auctions (ACVA) stake by 689% in Q2 2026, buying an estimated $351 and bringing the position to 71 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Cornerstone Planning Group first reported a position in ACVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $48.2K in Q3 2025. 258 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

Cornerstone Planning Group held 71 shares of ACV Auctions worth $545 as of Q2 2026.
Cornerstone Planning Group bought 62 ACV Auctions shares in Q2 2026, an estimated $351.
ACV Auctions made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1670 holding.
Cornerstone Planning Group first reported a position in ACV Auctions in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's ACV Auctions position peaked at $48.2K in Q3 2025.
258 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.