First Manhattan’s Arcosa ACA Stock Holding History

First Manhattan’s Portfolio ACA Stock Details ACA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Hold	2,435	–	–	﹤0.01%	635
2026 Q1	$258K	Hold	2,435	–	–	﹤0.01%	683
2025 Q4	$259K	Buy	+2,435	New	+$246K	﹤0.01%	665
2023 Q1	–	Sell	-100	Closed	-$5.43K	–	1519
2022 Q4	$5.43K	Buy	+100	New	+$5.94K	﹤0.01%	1375
2021 Q2	–	Sell	-649	Closed	-$42K	–	1548
2021 Q1	$42K	Hold	649	–	–	﹤0.01%	989
2020 Q4	$35K	Hold	649	–	–	﹤0.01%	959
2020 Q3	$28K	Hold	649	–	–	﹤0.01%	977
2020 Q2	$27K	Hold	649	–	–	﹤0.01%	975
2020 Q1	$25K	Buy	+649	New	+$27.4K	﹤0.01%	962

Other funds holding ACA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

First Manhattan's ACA Position: Q2 2026 in Review

First Manhattan held its Arcosa (ACA) position steady in Q2 2026 at 2,435 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

First Manhattan first reported a position in ACA in Q1 2020 and has held it in 9 quarters since. 429 funds tracked by Wall St. Rank hold ACA as of Q2 2026.

First Manhattan held 2,435 shares of Arcosa worth $354K as of Q2 2026.
First Manhattan left its Arcosa share count unchanged in Q2 2026.
Arcosa made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #635 holding.
First Manhattan first reported a position in Arcosa in Q1 2020 and has held it in 9 quarters since.
429 funds tracked by Wall St. Rank held Arcosa as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.