EWA
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EverSource Wealth Advisors’s ACV Auctions ACVA Stock Holding History

EverSource Wealth 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 		$10.7K Buy
2,517
+89
+4% +$583 ﹤0.01% 2880
2025
Q4 		$19.5K Buy
2,428
+1,517
+167% +$12.3K ﹤0.01% 2398
2025
Q3 		$9.03K Buy
911
+628
+222% +$8.04K ﹤0.01% 2878
2025
Q2 		$4.59K Buy
283
+40
+16% +$622 ﹤0.01% 3194
2025
Q1 		$3.42K Buy
243
+102
+72% +$1.88K ﹤0.01% 2676
2024
Q4 		$3.05K Buy
141
+49
+53% +$991 ﹤0.01% 2552
2024
Q3 		$1.87K Buy
92
+64
+229% +$1.18K ﹤0.01% 2570
2024
Q2 		$478 Hold
28
– – ﹤0.01% 2902
2024
Q1 		$489 Buy
+28
New +$438 ﹤0.01% 2730

Other funds holding ACVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
UBS Group
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