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Essential Partners’s ACV Auctions ACVA Stock Holding History

Essential Partners’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
Q3 		$10.8K Hold
1,033
– – ﹤0.01% 1168
2026
Q2 		$7.43K Buy
1,033
+640
+163% +$3.63K ﹤0.01% 1352
2026
Q1 		$1.67K Sell
393
-1,013
-72% -$6.63K ﹤0.01% 2073
2025
Q4 		$11.3K Buy
1,406
+1,342
+2,097% +$10.9K ﹤0.01% 1129
2025
Q3 		$634 Buy
64
+59
+1,180% +$755 ﹤0.01% 2149
2025
Q2 		$81 Buy
+5
New +$78 ﹤0.01% 2096

Other funds holding ACVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's ACVA Position: Q3 2026 in Review

Essential Partners held its ACV Auctions (ACVA) position steady in Q3 2026 at 1,033 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Essential Partners first reported a position in ACVA in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.3K in Q4 2025. 10 funds tracked by Wall St. Rank hold ACVA as of Q3 2026.

  • Essential Partners held 1,033 shares of ACV Auctions worth $10.8K as of Q3 2026.
  • Essential Partners left its ACV Auctions share count unchanged in Q3 2026.
  • ACV Auctions made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1168 holding.
  • Essential Partners first reported a position in ACV Auctions in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's ACV Auctions position peaked at $11.3K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held ACV Auctions as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.