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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
Q2 		$41.1K Buy
5,720
+3,203
+127% +$18.2K ﹤0.01% 1902
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 $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brown Advisory
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's ACVA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ACV Auctions (ACVA) stake by 127% in Q2 2026, buying an estimated $18.2K and bringing the position to 5,720 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

EverSource Wealth Advisors first reported a position in ACVA in Q1 2024 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • EverSource Wealth Advisors held 5,720 shares of ACV Auctions worth $41.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,203 ACV Auctions shares in Q2 2026, an estimated $18.2K.
  • ACV Auctions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1902 holding.
  • EverSource Wealth Advisors first reported a position in ACV Auctions in Q1 2024 and has held it in 10 quarters since.
  • 259 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.