Grantham, Mayo, Van Otterloo & Co (GMO)’s Arcosa ACA Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q1	$4.13M	Sell	38,870 -1,428	-4%	-$162K	0.01%	349
2025 Q4	$4.28M	Buy	+40,298	New	+$4.07M	0.01%	330
2021 Q1	–	Sell	-23,800	Closed	-$1.31M	–	833
2020 Q4	$1.31M	Sell	23,800 -52,100	-69%	-$2.66M	0.01%	521
2020 Q3	$3.35M	Sell	75,900 -22,800	-23%	-$1M	0.02%	308
2020 Q2	$4.17M	Buy	98,700 +9,300	+10%	+$358K	0.03%	270
2020 Q1	$3.55M	Buy	+89,400	New	+$3.78M	0.03%	292

Other funds holding ACA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s ACA Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Arcosa (ACA) stake by 3.5% in Q1 2026, selling an estimated $162K and leaving 38,870 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #349.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ACA in Q1 2020 and has held it in 6 quarters since. The position peaked at $4.28M in Q4 2025. 372 funds tracked by Wall St. Rank hold ACA as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 38,870 shares of Arcosa worth $4.13M as of Q1 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 1,428 Arcosa shares in Q1 2026, an estimated $162K.
Arcosa made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #349 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Arcosa in Q1 2020 and has held it in 6 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Arcosa position peaked at $4.28M in Q4 2025.
372 funds tracked by Wall St. Rank held Arcosa as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.